金吾财讯 | 芯片股探底回升，截至发稿，地平线机器人-W(09660)涨6.45%，中芯国际(00981)涨3.93%，晶门半导体(02878)涨3.37%，中电华大科技(00085)涨3.18%，华虹半导体(01347)涨2.76%，上海复旦(01385)涨1.89%。消息面上，9月4日，工业和信息化部、市场监督管理总局印发《电子信息制造业2025－2026年稳增长行动方案》。方案提出，人工智能方面，鼓励开展人工智能芯片与大模型适应性测试，鼓励各地推动人工智能终端创新应用，推动5G/6G关键器件、芯片、模块等技术攻关。方案指出，聚焦行业垂直领域场景，切实推动算力转换为生产力，打造以跨平台计算框架为核心的计算生态，加快对多体系芯片、多类型软件、多元化系统的兼容适用，提升产业生态主导地位。加强CPU、高性能人工智能服务器、软硬件协同等攻关力度，开展人工智能芯片与大模型适应性测试。适度超前部署新型基础设施建设，提升各地已建基础设施运营管理水平，强化服务器、芯片和关键模块的兼容适配。
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