中芯国际今日盘中大涨5.03%，成为市场焦点。
消息面上，券商机构发布报告看好人工智能主题对半导体行业的持续拉动。交银国际指出，AI高景气度预计至少持续到2027年底，并上调了半导体制造等板块的评级，将中芯国际列为看好标的之一。此外，机构预计中国内地云服务商的资本开支有进一步上调空间，存储、计算等上游半导体领域在2026年下半年有望保持高景气度。
与此同时，外部市场环境也为半导体板块提供了支撑。隔夜美股半导体板块因近期地缘政治风险降温而出现显著反弹，英伟达首席执行官黄仁勋发表乐观言论，强调人工智能基础设施建设仍处于早期阶段，进一步提振了全球科技股的市场情绪。在此背景下，港股半导体板块今日普遍走强，带动了中芯国际等个股的上涨。
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