金吾财讯 | 芯片股普涨，截至发稿，中兴通讯(00763)涨4.15%，ASMPT(00522)涨3.11%，上海复旦(01385)涨2.26%，华虹半导体(01347)涨2.30%，中芯国际(00981)涨2.13%，贝克微(02149)涨1.80%。消息面上，近日，国产GPU企业摩尔线程近日启动科创板IPO进程，冲刺“国产GPU第一股”，公司募集资金主要用于“新一代自主可控AI训练/推理一体芯片研发项目”、“自主可控图形芯片研发项目”与“AI SoC芯片研发项目”，体现对核心技术长期投入的战略导向。有分析表示，摩尔线程即将上市，其IPO募资与技术布局或将提升AI算力硬件的发展确定性，相关行业指数聚焦国内AI产业链相关标的，或将有望享受国产芯片迭代发展的红利，承接行业景气上行带来的业绩弹性。
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