芯片与SaaS概念股多数造好 北京经开区“人工智能之城”建设提速 多板块迎政策红利

金吾财讯
18 Jul

金吾财讯 | 芯片股与SaaS概念股多数造好,芯片股中,宏光半导体(06908)涨3.85%,芯智控股(02166)涨3.35%,美佳音控股(06939)涨2.22%,中芯国际(00981)涨1.94%,晶门半导体(02878)涨1.09%;SaaS概念走强,汇量科技(01860)涨8.67%,移卡(09923)涨8.33%,迈富时(02556)涨7.26%,金蝶国际(00268)涨5.58%,明源云(00909)涨2.16%,金山软件(03888)涨1.98%。国家工业和信息化部科技司司长魏巍在“2025年人工智能软硬件协同创新高级别研讨会暨中国人工智能产业发展联盟第十五次全会”上致辞中指出,北京经开区正全力建设全域人工智能之城,通过建成全国首个人工智能数据训练基地及全市最大公共算力平台,出台“AI 20条”及“数据20条”专项政策及推出超过10亿元人民币产业专项资金,支持培育底层芯片、服务器、软件框架、行业模型及数据治理等领域重大项目。魏巍表示,未来经开区将深化场景驱动及发展新质生态,计划到今年底开放100个标志性应用场景、聚集600家核心企业、实现800亿元人民币产业规模目标,全力完善自主创新生态,推动构建更开放、凝聚及创新的人工智能产业高地。 利好哪些板块

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