金吾财讯 | 芯片股部分走强，截至发稿，宏光半导体(06908)涨9.84%，中芯国际(00981)涨7.63%，晶门半导体(02878)涨3.23%，芯智控股(02166)涨2.78%。消息面上，美银证券表示随著DeepSeek等大型语言模型推出的模型推理成本越来越低，以及人工智能模型越来越小，相信半导体或会加速人工智能眼镜、人工智能耳机等边缘人工智能设备发展。因此，单芯片系统(SoC)、人工智能加速器等主要芯片供应商可能会受惠。对于人工智能芯片市场，该行认为中国芯片供应商可能略受利好。另外，受人工智能芯片禁令影响，国内人工智能芯片仍处于短缺状态。民生证券指出，半导体的核心成长逻辑来自国产化。近年来外部环境对于中国半导体产业限制持续加剧，先进制造、半导体设备及零部件、半导体材料等半导体产业链“卡脖子”核心环节自主可控需求迫切，国产化有望加速推进，尤其在先进制造中持续突破的国产厂商，将会迎来重大发展机遇，看好当前国产化率亟待突破的先进制造、半导体设备等核心板块。
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