天数智芯飙涨30%、壁仞活跃,国产GPU迎来推理时刻

i黑马
Mar 11

3月10日,港股半导体板块迎来一波强势行情,其中GPU厂商天数智芯涨幅一度超过30%,创下新高。这一市场表现并非孤立事件,同日壁仞科技、澜起科技等国产芯片股均有显著涨幅。表面看,直接催化剂是集成电路出口额同比大增68.9%的利好数据,以及全球半导体销售额连续27个月正增长的行业景气度。但若仅将此解读为板块轮动或消息面刺激,可能忽略了更深层的产业逻辑。这轮上涨背后,实际上是市场对AI芯片竞争格局的...

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