异动解读 | 芯片板块强势叠加光芯片产业机遇,爱芯元智盘中大涨8.94%

异动解读
May 04

爱芯元智(00600)今日盘中股价大幅上扬,涨幅达到8.94%,表现显著强于市场。

消息面上,芯片板块早盘普遍走强,多只相关个股录得可观涨幅。与此同时,东兴证券发布研究报告指出,受益于中国政府及头部企业积极投资以及全球市场的高增长红利,中国光芯片产业正迎来加速发展期。报告进一步分析称,硅光架构为国内激光器芯片厂商提供了弯道超车的机会,国内光芯片企业有望同时受益于光互联市场总量增长、硅光架构带来的结构性机会以及国产份额提升这三重机遇,行业前景受到市场看好。

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