8月25日周一上午，华虹半导体（01347.HK）股价表现强劲，盘中大涨5.18%，引发市场关注。这波上涨行情与AI芯片需求预期密切相关。
消息面上，AI公司DeepSeek宣布更新其模型版本至DeepSeek-V3.1，预计将支持FP8精度以及国产芯片。这一消息激发了市场对国产半导体需求增长的乐观预期，推动芯片股整体走强。在此背景下，华虹半导体作为中国领先的半导体制造商之一，成为投资者追捧的对象。
值得注意的是，华虹半导体的涨幅在盘中一度达到17.85%，显示出投资者对该公司在AI芯片浪潮中的潜在受益持积极态度。这一走势也反映了市场对国产半导体产业在AI领域发展前景的看好，预计未来相关需求将持续增长。
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