芯片国产替代概念走高 上海复旦(01385)涨6.27% 国务院支持人工智能芯片攻坚创新

金吾财讯
Aug 27, 2025

金吾财讯 | 芯片国产替代概念走高,上海复旦(01385)涨6.27%,中芯国际(00981)涨6.05%,晶门半导体(02878)涨4%,中兴通讯(00763)涨3.43%,华虹半导体(01347)涨1.88%,贝克微(02149)涨1.11%。国务院印发《关于深入实施“人工智能+”行动的意见》。意见提出,强化智能算力统筹。支持人工智能芯片攻坚创新与使能软件生态培育,加快超大规模智算集群技术突破和工程落地。优化国家智算资源布局,完善全国一体化算力网,充分发挥“东数西算”国家枢纽作用,加大数、算、电、网等资源协同。加强智能算力互联互通和供需匹配,创新智能算力基础设施运营模式,鼓励发展标准化、可扩展的算力云服务,推动智能算力供给普惠易用、经济高效、绿色安全。中信证券近日研报指基本面角度,自主可控、AI创新、周期景气三个方向均持续景气,其中半导体以国产算力及自主可控为代表的公司股价目前处于加速上涨阶段,虽涨幅较大但仍有空间,该机构认为板块行情后续将持续演绎,持续看好;消费电子端9月即将迎来多个端侧AI新品发布,建议关注9月AR眼镜+AI手机新品发布密集期,该机构看好9月消费电子AI端的产品创新与股价表现;自上而下视角,该机构继续坚定看好电子板块整体的未来行情,推荐半导体设备链、国产算力链、消费电子整体修复、海外算力链四条主线。

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