中芯国际(00981)今日盘中股价大幅上涨5.08%，表现强劲。
消息面上，晶圆代工行业涨价预期持续发酵。据市场消息，行业龙头台积电计划下半年上调3纳米制程报价最高15%，同时成熟制程代工厂在二季度补单加价接近20%，且产能利用率保持饱满，这为包括中芯国际在内的代工厂商营造了积极的行业环境。
此外，世界人工智能大会（WAIC）即将于近期在上海举办，市场对下半年算力基础设施建设的预期持续升温。作为国产算力芯片的核心代工方，中芯国际被市场视为直接受益者。加之半导体板块在经历前一交易日的技术性回调后，今日整体企稳回升，共同推动了该股股价的显著上扬。
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