9月30日，港股芯片股延续近期涨势，华虹半导体涨超7%，中芯国际涨超4%，上海复旦涨近4%，晶门半导体涨近2%。
消息面上，9月24日，阿里巴巴集团CEO吴泳铭宣布阿里云重磅升级全栈AI体系，实现从AI大模型到AI基础设施的技术更新；9月27日，摩尔线程科创板首发上市申请获通过，从申报受理到过会在今年科创板IPO新过会企业中用时最短。此外，近期半导体行业迎来长存三期成立规划扩产，长鑫预计年底上市、长存预计明年上市等利好催化。
华鑫证券认为，继DDR4涨价之后存储价格持续攀升，存储芯片进入新一轮周期。此外，国产AI芯片大时代已经来临，国产AI产业链从上游先进制程到先进封装，到下游字节阿里腾讯的模型加速迭代升级已经实现全产业链打通，坚定看好国产AI算力设施的加速突破。
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