傅里叶（03625）今日盘中大涨20.28%，股价表现强劲。
消息面上，傅里叶作为AI芯片概念股，其股价上涨主要受芯片板块整体走强带动。台积电近期披露的强劲销售数据（3月销售额同比增长45.2%）以及市场对其即将公布的第一季度业绩的乐观预期，成为重要的催化因素。此外，AI带动下的芯片需求持续释放，行业高景气度有望延续。
机构观点指出，海内外AI应用增速迅猛，产业链商业闭环路径逐渐清晰，或将带动更多算力投入并转化为芯片需求。同时，国内AI基础设施建设预计保持强劲，且国产化率提升趋势明确，半导体及相关器件领域投资机会受到看好。在此背景下，涉及AI芯片概念的傅里叶受到市场资金关注。
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