上海复旦(01385)今日盘中股价大涨6.81%,引发了市场的广泛关注。从相关新闻来看,半导体产业链板块整体大涨是主要原因之一。
今日盘中,中芯国际(688981)、晶门半导体(02878)、华虹半导体(01347)等半导体股均有不同程度上涨,带动整个半导体板块走强。机构认为,国内人工智能大模型DeepSeek的发展,将带动国内AI全产业链发展,尤其是对全功能GPU处理复杂AI任务的支持能力提升,从而有望拉动相关需求增长。此外,国内半导体产业链国产替代进程或加速,都将利好国内一线半导体企业。
上海复旦作为国内领先的半导体公司之一,当前也处于被机构看好的状态,因此在板块行情走强时也体现出较大涨幅。但具体对该公司业绩的影响,仍需进一步观察分析。
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