智通财经APP获悉，中兴通讯(00763)早盘涨超4%，截至发稿，涨4.42%，报30.7港元，成交额3.07亿港元。
国泰君安指出，DeepSeek驱动AI应用向前，推理算力提升带来的总需求的增长远没有结束。长期来看，AI基础设施投资会向推理计算倾斜，推理需求占比的增长将有利于ASIC芯片的市场份额提升。未来的推理工作很可能会由更多专用的ASIC芯片来完成，以提高效率和降低成本。在全球大模型竞赛，我国面临半导体禁令等诸多挑战这一趋势下，ASIC芯片有望摆脱潜在的发展瓶颈，不再成为制约我国AI产业发展的短板。
西部证券此前指出，中兴微电子于2014年首次向客户开放从前端设计、物理电路设计，到封装设计、测试等环节的ASIC设计服务。中兴微电子的ASIC设计服务包括：芯片规格交接、代码交接、网表交接及封装规格交接共4种服务模式，有望根据客户具体需求提供定制化ASIC设计服务。国金证券也表示，自研芯片业务为公司估值抬升提供动力，成长空间打开。
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