天数智芯今日盘中股价大幅拉升，涨幅一度达到16.61%，成为市场关注的焦点。
消息面上，国产算力芯片行业正迎来业绩兑现的关键时期。同业公司如寒武纪、摩尔线程一季度营收同比增速均超过150%，海光信息一季度营收突破40亿元，行业高景气度得到持续验证。天数智芯自身在手订单充裕，高达45.16亿元，业绩兑现的能见度较高，为股价提供了坚实支撑。
此外，全球半导体板块持续升温是另一大推动力。美国大型科技公司持续上修人工智能（AI）相关投资计划，带动存储、算力等方向走强。隔夜美股芯片股表现强劲，费城半导体指数涨超4%创新高，芯片巨头AMD最新财报大超预期。同时，国产大模型DeepSeek-V4的发布并开源，其强大的性能与高性价比有望进一步拉动AI应用需求，并且该模型实现了与华为升腾芯片的全链路国产化协同，验证了国产硬件的支撑能力，共同推动了包括天数智芯在内的国产算力芯片产业链景气上行。
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