中芯国际(00981)今日盘中大涨5.10%,引起市场广泛关注。这一涨幅与整体港股市场走强以及芯片行业利好消息密切相关。
今日早盘,港股市场整体表现强劲。恒生指数高开涨1.06%,国企指数涨1.07%,恒生科技指数涨1.5%。多只科技股表现亮眼,其中中芯国际涨幅超过2%。这种整体向好的市场氛围为中芯国际股价上涨提供了有利环境。
更为重要的是,DeepSeek宣布将其模型更新至DeepSeek-V3.1版本,预计将支持FP8精度以及国产芯片。这一消息被市场视为对芯片行业的利好,直接推动了包括中芯国际在内的芯片股走强。作为中国领先的集成电路晶圆代工企业,中芯国际有望从这一技术进步中受益,这也解释了投资者对该公司股票的积极态度。
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