上海复旦(01385)今日盘中大涨5.07%,引发市场广泛关注。
从近期发布的报告来看,2024年下半年以来,半导体产业开始从行业下行周期中复苏,预计复苏将一直持续到2025年下半年。而半导体晶圆厂的生产利用率和出货量也将随之提高,库存调整预计将加速推进。
同时,国内人工智能企业DeepSeek通过工程化创新实现了模型降本增效,DeepSeek最新发布的大模型DeepSeek-R1可适配国产算力芯片架构,不仅降低了对高端芯片的依赖,也为国产芯片厂商提供了技术验证场景。这种小而美的模型或将引爆国产算力芯片的需求,进而带动国内半导体供应链企业发展。
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