金吾财讯 | 半导体部分冲高，上海复旦(01385)涨8.51%，华虹半导体(01347)涨5.83%，中芯国际(00981)涨3.32%。华泰证券研报指出，中长期来看，DeepSeek显著降低大模型训练成本，且加速AI应用落地，这将驱动国产AI芯片需求持续增长带动上游制造链扩产需求。建议投资者关注国内AI芯片制造链投资机会：1）国产AI芯片制造采用7nm及更高的先进制程，国内先进制程扩产有望加速，相关标的为中芯国际、华虹半导体；2）国产AI芯片采用CoWoS先进封装，中国在封测环节具备较强全球竞争力，国内先进封装有望进入起量元年，相关标的为长电科技、通富微电等；3）国内先进制程及先进封装产能建设提速，为国产前后道设备在高端产线商业化提供良好契机，持续看好设备国产化。海通证券表示，美国科技“七姐妹”是近年美股上涨主要动力，其崛起得益于持续科技创新巩固行业优势地位。我国技术积累、人力资本、政策支持具备培育科技巨头土壤，股市制度环境也为科技投资创造有利条件。中国股市中AI应用、半导体制造、高端装备等领域有望涌现科技“七姐妹”。
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