算力需求快速增长 芯片股午后发力 上海复旦(01385)涨4%

金吾资讯
Dec 17, 2025

金吾财讯 | 芯片股午后发力,上海复旦(01385)涨4%,华虹半导体(01347)涨3.39%,中芯国际(00981)涨2.52%,中兴通讯(00763)涨2.17%,英诺赛科(02577)在2.04%。消息面上,东兴证券表示,AI逻辑正在不断强化:①算力需求快速增长,在生成式人工智能蓬勃发展的推动下,算力行业维持高景气。②AI芯片崛起,端侧AI领域百花齐放。③ AI工作负载的指数级增长正在增加...

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