半导体产业全线爆发!科创50指数飙涨5%,寒武纪盘中大涨12%,总市值逼近中芯国际

格隆汇
Aug 22
今日早盘半导体产业链全线爆发,科创50涨幅扩大至5%,寒武纪盘中大涨12%,总市值超4800亿元,中芯国际涨超7%,海光信息冲击涨停,芯原股份涨8%,中芯国际涨超7%。消息面上:
①DeepSeek在其官宣“正式发布DeepSeek-V3.1”的文章里面提到,DeepSeek-V3.1使用了UE8M0FP8Scale的参数精度,UE8M0FP8是针对即将发布的下一代国产芯片设计
②据The Information,英伟达下令暂停H20芯片生产。
天风证券认为,全球半导体增长延续乐观增长走势,2025年AI驱动下游增长。同时,政策对供应链中断与重构风险持续升级,国产替代持续推进。
值得关注的产品,及截至发稿涨跌幅:
全市场规模最大的芯片行业ETF:芯片ETF(159995),+5.63%,覆盖芯片设计、制造、封测、设备全产业链,如中芯国际、寒武纪、长电科技北方华创等行业龙头股。
“半导体含量超50%”科创大盘代表:科创50ETF(588000),+4.88%,权重股包括中芯国际(半导体制造龙头)、海光信息( CPU及DCU芯片领军企业)、寒武纪(AI芯片)等。
科创人工智能ETF华夏(589010),+4.62%,成分股聚焦于AI产业链最核心的算力芯片和智能硬件环节,覆盖寒武纪(第一权重股)、澜起科技、芯原股份等芯片龙头。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10