华虹半导体(01347)今日盘中大跌5.23%,引起市场广泛关注。该股在近期受惠于国产AI芯片需求快速增长而出现了相当大的涨幅,今日回落或是投资者获利回吐所致。
分析人士指出,尽管华虹半导体作为国内领先的AI芯片制造商,长期来看仍将受益于DeepSeek等大型AI模型所带来的算力需求上升,在芯片国产化进程中占据重要地位。但在短期内,技术股普遍存在获利回吐压力,因此今日的下跌或许是这一趋势的体现。
不过,近期浦发银行等多家机构发布报告预计,AI大模型的成本未来将持续下降,算力需求也将进一步扩张,这无疑将助力AI芯片行业快速增长。因此,华虹半导体的中长期发展前景依然值得看好。
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