金吾财讯 | 芯片股普遍上涨，中电华大科技(00085)涨3.87%，中芯国际(00981)涨3.78%，华虹半导体(01347)涨2.08%，上海复旦(01385)涨1.83%，先思行(00595)涨1.22%。英伟达(NVDA)推出超长上下文推理芯片Rubin CPX。Rubin CPX 和相关的 Vera Rubin NVL144 CPX 平台将于2026年底推出，将显着提高复杂软件编码和产生视讯应用程式的效能，这些应用程式可以接收多达100万个词元(Token)或更多的用户输入。英伟达CEO黄仁勋表示，Rubin CPX 是首款专为百万级词元处理而建造的 CUDA GPU，是首款专为大规模上下文 AI 而构建的 CUDA GPU，模型可以同时进行数百万个知识词元的推理。华金证券指出，在以 GPT、Gemini等大模型为代表的人工智能浪潮下，训练数据和参数规模快速增长。随着深度学习算法的优化、型的成熟，推理型智能体A对训练与推理计算需求的数量级提升，定制化ASIC雷求增加，建议关注定制化ASIC 带来的投资机会，包括算力芯片、PCB和光模块。
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