中芯国际（00981）今日盘中大涨5.03%，股价创历史新高，引发市场广泛关注。
消息面上，高盛发布研究报告，上调中芯国际目标价至83.5港元，并维持"买入"评级。高盛看好AI需求带动中芯国际长期增长，认为中国对AI芯片的长期需求不断提升，将使中芯国际等内地领先代工厂受益。高盛上调了中芯国际2028至2029年的收入和毛利预测，反映出对公司未来发展的信心。
此外，整体芯片股今日表现活跃，ASMPT、华虹半导体等多只芯片股均有不同程度上涨。分析指出，一方面政策强力向算力芯片国产化方向倾斜，另一方面字节跳动、阿里巴巴、腾讯等云厂商陆续上修资本开支，且积极适配主流国产芯片。市场预期国产算力生态有望加速构建，除AI算力芯片外，先进制程晶圆代工、存储、先进封装等环节也有望受益。中芯国际作为中国大陆领先的晶圆代工企业，有望充分受益于这一趋势。
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