智通财经APP获悉，半导体股继续走高，截至发稿，上海复旦(01385)涨5.75%，报23港元；华虹半导体(01347)涨4.47%，报42.1港元；中芯国际(00981)涨3.23%，报55.95港元；晶门半导体(02878)涨1.56%，报0.65港元。
消息面上，阿里巴巴集团CEO吴泳铭近日在财报会上表示，AI时代对于基础设施有明确而巨大的需求，未来三年在云和AI的基础设施投入预计将超越过去十年的总和。此外，DeepSeek将举行开源周活动，会陆续开源5个代码库，每日都有新内容解锁，进一步分享新的进展。国泰君安研究认为，AI竞赛加剧，产业加速发展，而芯片制造目前是中国AI产业主要瓶颈，有望随着产业链成熟逐步突破。半导体制造、封测环节的企业有望受益于巨大的国产市场需求，建议增持中芯国际、华虹半导体等。
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