今日盘中，上海复旦（01385.HK）股价大涨5.03%，延续了近期芯片股的强劲涨势。该股的表现与整个芯片板块的上涨趋势相一致，反映出投资者对国产芯片行业前景的乐观预期。
消息面上，人工智能公司Deepseek最近发布了DeepSeek-V3.1版本，该版本使用了UE8M0 FP8 Scale的参数精度。值得注意的是，UE8M0 FP8是针对即将发布的下一代国产芯片设计的，这意味着国产芯片有望在大型AI模型中得到更广泛的应用。这一消息进一步提振了市场对国产芯片行业的信心。
分析人士指出，随着国产AI芯片在设计技术和制造工艺等方面不断提升，加上国产大模型持续发展并对国产芯片的适配和支持，国产算力的市场占有率有望持续提升。东方证券表示，新一代国产芯片如沐曦690、芯原VIP9000、寒武纪690等都开始支持FP8，这进一步印证了国产芯片行业的技术进步。在这一背景下，上海复旦等芯片股的上涨反映了投资者对行业前景的看好，预计国产芯片的投资热潮可能会持续推进。
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