智通财经APP获悉，芯片股延续近期涨势，截至发稿，中芯国际(00981)涨4.3%，报38.8港元；华虹半导体(01347)涨4.25%，报23.3港元；晶门半导体(02878)涨3.13%，报0.495港元；上海复旦(01385)涨2.55%，报14.48港元。
消息面上，1月13日晚，美国商务部发布了名为《人工智能扩散框架》的临时最终规则，对先进计算芯片以及闭源AI模型的出口实施新的管控措施；1月15日，荷兰宣布将扩大半导体相关物项出口管制范围。中信证券发布研报称，美国限制持续倒逼AI算力和先进制程的国产替代，中信证券测算国内AI算力芯片的市场空间约为300亿美元，持续推荐相关国产晶圆代工、算力芯片设计、半导体设备、先进封装产业链。
平安证券则指出，在国家政策和资金扶持引导下，国内企业自主创新能力会进一步提升。长期来看半导体核心技术的国产化需求凸显，国内产业链企业国产化率提升意愿较强，给国内半导体企业更多机会，建议关注国产化设备、材料、零部件、EDA导入带来的市场潜力。此外，美国政府此次公布的对华出口管制，也将倒逼我国AI相关领域软硬件产品自主可控加快发展。
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