报告要点：本周（2025.10.20-2025.10.26）市场回顾1）海外AI 芯片指数本周上涨1.58%，本周成分股表现差异较大，AMD 上涨8.5%，Marvell 下跌4.3%。2）国内AI 芯片指数本周上涨12.8%。本周各成分股均表现上涨的情况，其中寒武纪涨幅超过20%，中芯国际与恒玄科技涨幅超10%。3）英伟达映射指数本周上涨12.7%，本周各成分股均表现上涨的情况，其中胜宏科技上涨...
Source Link报告要点：本周（2025.10.20-2025.10.26）市场回顾1）海外AI 芯片指数本周上涨1.58%，本周成分股表现差异较大，AMD 上涨8.5%，Marvell 下跌4.3%。2）国内AI 芯片指数本周上涨12.8%。本周各成分股均表现上涨的情况，其中寒武纪涨幅超过20%，中芯国际与恒玄科技涨幅超10%。3）英伟达映射指数本周上涨12.7%，本周各成分股均表现上涨的情况，其中胜宏科技上涨...
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