热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　9月1日消息，港股芯片股高开，中芯国际涨近7%，股价创历史新高；华虹半导体涨超5%，地平线机器人涨超1.5%。

　　国产算力方向再度迎来密集催化。首先是阿里巴巴业绩超预期，其中25Q2实现云收入26%增长较为亮眼。而关于资本开支方向，阿里最新季度Capex 386亿元同样大超预期，同时也强调三年3800亿Capex坚定不变，提振了产业链信心。此外中芯国际由于公告收购中芯北方的股权而停牌。最近半导体停牌并购的不少（如：华虹公司、芯原股份）等，其背后反映出对于国产算力的乐观预期。而从市场维度来看，相较于出海算力链，国产算力方向仍具较大空间，后续可我是人，国产算力的上游材料，云服务、下游应用等几大方向寻找低位补涨机会。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：郝欣煜

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.