在港股市场今日的交易中，华虹半导体（01347.HK）股价表现强劲，盘中大涨8.48%，引发市场广泛关注。这一涨势是芯片股全线走强的一部分，反映了当前半导体行业的积极态势。
消息面上，国产算力芯片近期迎来多重利好。腾讯在近期的业绩会上表示，公司在推理芯片供应渠道方面具备多种选择。此外，AI公司DeepSeek更新了其模型版本，预计将支持FP8精度以及国产芯片。同时，基于华为升腾芯片的服务器产品在政府、金融、运营商等行业陆续落地大单。这些发展凸显了国内市场对自主可控算力的需求不断提升。
分析人士指出，美国对高算力GPU的安全审查持续收紧，加上对进口芯片征收高额关税的可能性，进一步推动了国内半导体产业的发展。在此背景下，华虹半导体等国内芯片制造商受益于国产替代趋势和政策支持，市场前景看好。投资者对半导体板块的信心提升，推动了包括华虹半导体在内的多家芯片相关公司股价上涨。
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