爱芯元智(00600)今日盘中股价大幅上涨5.21%，表现引人注目。
消息面上，AI驱动下国产算力快速发展，机构看好国产设备商受益。具体而言，DeepSeek V4发布搭载国产算力底座，未来有望打通“大模型-国产AI芯片-半导体制造”的产业链条，这为包括爱芯元智在内的相关公司带来了新的增长预期。
东吴证券指出，AI驱动下国产算力快速发展，带来先进制程、先进封测设备新需求，同时SoC芯片设计和制造的复杂性增加，对测试机提出更高要求，COWOS、HBM等先进封装技术也在快速发展，这些因素共同推动了芯片板块的走强。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.