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A股異動丨AI算力芯片股拉昇 寒武紀漲超6% 奧比中光漲5%
格隆匯 03-06 09:45

AI算力芯片股盤初拉昇,其中,寒武紀大漲超6%,海光信息績後漲5.88%,奧比中光漲5%,雲天勵飛、中科曙光、景嘉微、國科微跟漲。消息上,年內首份算力芯片年報出爐!海光信息2024年營收增超50%,爲保供應備貨大增四倍。由DeepSeek帶來的人工智能技術革新,正成爲2025年全球科技股重要刺激因素。AI模型調用門檻降低,將加速AI終端落地,同時反哺訓練算力、推理算力需求,國產算力需求正在崛起。開源證券表示,受益於字節跳動、阿里、騰訊等巨頭在AI的大力投入,國產AIDC產業鏈(芯片、服務器、AIDC機房、服務器電源、柴油發電機、精密空調&液冷、交換機及芯片、光模塊、AEC、MPO等),或全面受益。(格隆匯)

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