芯片股再度走强 华虹半导体涨3.36% 机构指AI算力芯片需求有望大幅扩张

金吾资讯
06 Feb

金吾财讯 | 芯片股再度走强,截至发稿,晶门半导体(02878)涨5.45%,宏光半导体(06908)涨4.62%,地平线机器人(09660)涨3.56%,华虹半导体(01347)涨3.36%,中芯国际(00981)涨3.24%。消息面上,浦银国际发研报指,针对DeepSeek大模型的发展近况,认为AI算力芯片行业需求有望在综合成本快速下行中大幅扩张;端侧应用有望受益于技术叠代带来的成本下降,从而...

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