异动解读 | 中芯国际盘中大涨5.10%,AI芯片需求提振半导体股

异动解读
Aug 25, 2025

周一盘中,中芯国际(00981)股价大幅上涨5.10%,引发市场关注。这一涨幅主要得益于整体市场情绪向好以及人工智能芯片需求带来的利好消息。

当日早盘,港股市场普遍走强。恒生指数高开涨1.06%,国企指数涨1.07%,恒生科技指数涨幅更达1.5%。在这一大背景下,中芯国际等科技股早盘即表现活跃,开盘后涨幅超过2%。

更为关键的是,市场传出AI公司DeepSeek更新模型至DeepSeek-V3.1版本的消息,该版本预计将支持FP8精度以及国产芯片。这一消息极大提振了芯片股的投资热情。作为中国领先的集成电路晶圆代工企业,中芯国际有望从中受益,投资者对其在AI芯片领域的发展前景充满期待。分析人士指出,随着人工智能技术的快速发展,对高性能芯片的需求将持续增加,这可能为中芯国际带来新的增长机遇。

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