异动解读 | 天数智芯盘中大涨5.16%,全球半导体板块升温及国产算力业绩兑现提振股价

异动解读
May 07

天数智芯今日盘中股价大幅上涨5.16%,引起了市场的高度关注。

消息面上,全球半导体板块情绪持续升温,美国芯片巨头AMD一季度业绩表现强劲并给出乐观展望,提振了全球芯片股的投资情绪。与此同时,国产算力芯片企业正迎来关键的业绩兑现期,同业公司如寒武纪、海光信息等一季度营收均实现高速增长,显示出行业整体的高景气度。

天数智芯作为国内通用GPU领域的领先企业,其商业化进程获得市场验证。公司年初至今新签订单金额高达45.16亿元,其中AI算力相关订单占比超过85%,充裕的在手订单和持续落地的解决方案,为其未来业绩增长提供了坚实支撑,共同推动了此次股价的强劲表现。

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