智通财经APP获悉，芯片股延续近期涨势，截至发稿，中芯国际(00981)涨3.68%，报40.85港元；宏光半导体(06908)涨3.13%，报0.66港元；晶门半导体(02878)涨3.09%，报0.5港元；上海复旦(01385)涨0.54%，报15港元。
消息面上，1月17日，国家人工智能产业投资基金合伙企业(有限合伙)成立，出资额为600.6亿元。该企业由国家集成电路产业投资基金三期股份有限公司、国智投(上海)私募基金管理有限公司共同出资。华鑫证券认为，算力芯片和存储芯片将成为产业链上的关键节点，此次国家大基金三期除了对半导体设备、材料等的持续投资之外，更有可能将HBM芯片等作为重点投资方向。
此外，据媒体报道，新上任的美国总统特朗普20日签署行政令，废除拜登政府近80项政策。天风证券此前指出，关注美总统换届前后对华半导体政策的变化。该行认为，外部地缘政治对我国半导体的限制将持续加速本土产业链的发展，国产替代将会是长期趋势，人工智能/先进制程等前沿科技领域的国产替代较为迫切，本土产业链的发展机会较大，建议关注相关领域的投资机会。
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