异动解读 | 中芯国际盘中大涨5.13%,人工智能芯片需求强劲带动半导体板块走强

异动解读
30 Jun

今日早盘,中芯国际(00981.HK)股价表现强劲,盘中大涨5.13%,引发市场广泛关注。分析人士认为,此轮涨势主要受益于人工智能芯片需求持续旺盛,以及半导体行业整体向好的趋势。

近期,全球人工智能市场蓬勃发展,芯片需求持续增长。据报道,英伟达CEO黄仁勋在股东大会上表示,仅微软在近一个季度处理AI模型的请求量就比去年同期增长了五倍以上。这一数据凸显了AI芯片需求的强劲增长,作为全球领先的晶圆代工企业,中芯国际有望从中受益。

此外,中国政府近期出台多项政策支持半导体产业发展,包括加大对服务消费重点领域的信贷支持等措施,这也为中芯国际等半导体企业的发展提供了有利环境。市场预期,随着国产替代进程加速和全球半导体产业链重构,中芯国际有望进一步提升市场份额和盈利能力。

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