芯片股涨幅居前，截至发稿，天数智芯(09903)涨12.92%，报526.5港元；澜起科技(06809)涨9.78%，报287.4港元；壁仞科技(06082)涨5.62%，报49.28港元；中芯国际(00981)涨4.16%，报73.85港元。
消息面上，国产算力芯片企业迎来业绩兑现关键期。据财联社报道，寒武纪、海光信息、摩尔线程、沐曦股份已悉数披露2026年一季度财报，壁仞科技、天数智芯暂未披露一季报数据。数据显示，寒武纪、摩尔线程营收同比增速均超150%，海光信息一季度营收突破40亿元，行业高景气度持续验证。
值得注意的是，DeepSeek此前发布新一代旗舰大模型DeepSeek-V4并开源。东方证券认为，DeepSeek-V4的强大性能与高性价比将大幅提升国产模型全球竞争力，有望以低成本供给显著拉动AI应用需求，进而带动国产算力芯片及半导体设备产业链的景气上行。
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