上海复旦集团(01385)今日盘中大涨5.12%,备受市场关注。
这一涨幅的主要原因是,据最新研报报告,展望未来,生成式人工智能(AI)应用有望成为AI浪潮的新主流,将带来对芯片的大量需求。作为AI芯片龙头之一的上海复旦集团,将直接受益于这一行业趋势。
分析人士指出,随着DeepSeek等大模型的不断发展,AI算力芯片的需求预计将在成本快速下降的背景下大幅扩张。同时,端侧AI应用如AI手机、智能硬件等领域,也将持续升级,从而推动上海复旦等AI芯片厂商的业绩增长。
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