港股異動丨半導體股走高,中芯國際升超5%,再創新高
港股半導體股再度活躍,其中,尤其是龍頭中芯國際升超5%再度創下歷史新高,晶門半導體升超7%,宏光半導體升超5%,上海復旦、康特隆跟升。消息上,浦銀國際發表報吿指,針對DeepSeek大模型的發展近況,認為AI算力芯片行業需求有望在綜合成本快速下行中大幅擴張;端側應用有望受益於技術疊代帶來的成本下降,從而快速擴張;當前中美關係可能催生中美AI企業分別在其優勢區域成長為行業龍頭。該行認為,中國的國產化在多個鏈條環節有望加速,包括芯片端、算法端和應用端。這有利於中國AI國產化供應鏈的成長。華泰證券認為DeepSeek顯著降低了當時代AI大模型的訓練和推理成本,ASIC芯片、AI應用、端側等方向受益。(格隆匯)

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