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港股異動丨半導體芯片股拉昇 華虹半導體漲超5% 中芯國際漲超4%
格隆匯 03-06 09:59

港股半導體芯片股集體拉昇走強,其中,華虹半導體漲超5%,權重股中芯國際漲4.5%,晶門半導體、上海復旦跟漲。消息上,近日,中國工程院院士倪光南在2025玄鐵RISC-V生態大會上表示,RISC-V作爲開源、開放的硬件架構,正成爲全球芯片產業變革的新引擎。國都證券指出,AI加速發展,海外廠商通過前期的算力積累和AI大模型的持續迭代,目前已經逐漸進入AI的商業落地,國內的AI廠商以及互聯網巨頭也進入大規模部署AI業務階段。2025年春節,DeepSeek-R1發佈,國產大模型邁上新臺階,國產半導體產業鏈有望得益於DeepSeek的算法優勢打開新的發展空間,重點受益板塊包括代工、GPU、ASIC芯片等各個環節。(格隆匯)

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