港股异动 | 芯片股全线飙升 国产算力芯片近期迎多重利好 自主可控算力需求不断提升

智通财经
Aug 22, 2025

智通财经APP获悉,芯片股全线飙升,截至发稿,华虹半导体(01347)涨8.69%,报51.65港元;上海复旦(01385)涨7.37%,报32.06港元;中芯国际(00981)涨6.77%,报55.2港元;中兴通讯(00763)涨5.87%,报33.16港元。

消息面上,国产算力近期迎来多重利好。8月13日,腾讯业绩会表示公司推理芯片供应渠道侧具备多种选择;8月21日,DeepSeek更新模型版本至DeepSeek-V3.1,预计将支持FP8精度以及国产芯;近期,基于华为升腾芯片的服务器产品陆续在政府、金融、运营商等行业落地大单。此外,市场有消息称,中兴通讯在华虹7nm的推理芯片目前已首批跑通,目前第一批芯片已在客户测试。

华西证券近期指出,美国对高算力GPU的安全审查持续收紧,英伟达H20芯片被央视旗下官媒点名“既不先进、不安全、不环保”,监管部门并已对重点互联网企业发出谨慎采购提醒、网信办于7月31日约谈英伟达;8月11日美方宣布恢复H20对华出口,但附加“上缴在华相关芯片销售收入15%以换取出口许可”的新条件,抬升企业成本并加大供给不确定性。在此背景下,国内市场对自主可控算力的需求不断提升,政策与资本加速流向国产AI芯片与算力链厂商。

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