ETF异动 | GlobalX中国半导体(03191)盘中涨超3% DeepSeek新模型点燃国产算力行情

智通财经
Apr 24

智通财经APP获悉,GlobalX中国半导体(03191)盘中涨超3%。公开资料显示,GlobalX中国半导体ETF旨在投资于在中国从事半导体生产的公司,持仓明细涵盖北方华创寒武纪中芯国际华虹半导体等。截至发稿,涨2.52%,报68.32港元,成交额867.29万港元。

消息面上,4月24日,算力芯片板块盘中大幅拉升。DeepSeek今早正式发布全新系列大模型DeepSeek-V4预览版,同步完成开源,并开放官网、App及API调用服务,标志着百万字超长上下文能力进入普惠阶段。随后,寒武纪在官方微信号宣布,已基于vLLM推理框架完成对深度求索公司最新开源模型285B DeepSeek-V4-Flash和1.6T DeepSeek-V4-Pro的Day 0适配,适配代码已开源到GitHub社区。

值得一提的是,早在本月初,就有报道指出,DeepSeekV4已首次实现了与华为升腾等国产芯片的深度适配。有专家指出,除技术突破外,DeepSeek-V4发布的更重要价值,在于推动中国AI算力生态实现从依赖进口到自主可控的关键跨越,这将为国产算力板块带来全链路利好,覆盖芯片、服务器、算力租赁等核心环节。

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