智通财经APP获悉，芯片股表现活跃，截至发稿，ASMPT(00522)涨6.33%，报84港元；中芯国际(00981)涨3.37%，报75.05港元；宏光半导体(06908)涨1.72%，报0.59港元；华虹半导体(01347)涨0.82%，报61.4港元。
消息面上，半导体硅片涨价预期愈演愈烈，海外环球晶圆、胜高、合晶、世创等公司股价近期大幅上涨。东莞证券近期研报指出，一方面，政策强力向算力芯片国产化方向倾斜，另一方面，字节、阿里、腾讯等云厂商陆续上修资本开支，且积极适配主流国产芯片。据报道，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，以取代英伟达的部分芯片，国产算力生态有望加速构建。除AI算力芯片外，先进制程晶圆代工、存储、先进封装等环节也有望受益。
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