港股异动 | 芯片股延续近期强势 阿里百度自研算力芯片 国产模型训练逐渐脱钩海外

智通财经
Sep 18

智通财经APP获悉,芯片股延续近期强势,截至发稿,华虹半导体(01347)涨9.93%,报58.65港元;晶门半导体(02878)涨6.12%,报0.52港元;中芯国际(00981)涨5.47%,报71.4港元;上海复旦(01385)涨3.05%,报41.22港元。

消息面上,近期有媒体报道,阿里巴巴百度已开始采用内部自主设计的芯片训练AI大模型。阿里巴巴在最新一期财报交流会中提到,面对全球AI芯片供应及政策变化,公司准备“后备方案”。而百度旗下“昆仑芯P800”也同时在被内部和外部客户采用。国信证券指出,近期,国产算力芯片逐步替代英伟达,体现了中国人工智能发展与西方半导体生态逐渐走向脱钩。此外,商务部对美产模拟芯片发起反倾销调查,推荐模拟芯片和晶圆代工板块。

值得注意的是,9月16日晚间,央视《新闻联播》节目报道了“中国联通三江源绿电智算中心项目建设成效”,其中就披露了阿里旗下平头哥最新研发的面向人工智能的PPU芯片,其各项主要参数指标均超越了英伟达A800,与H20相当。在该报道当中,央视介绍了阿里平头哥、沐曦股份、摩尔线程、壁仞科技、中昊芯英、太初元碁、燧原科技等多个国产AI芯片品牌的已签约或拟签约情况。

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