芯片股整体走强 云英谷科技(03310)涨8.97% 黄仁勋强调交换芯片等连接基础设施重要性快速上升

金吾财讯
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金吾财讯 | 港股芯片股整体走强,截至发稿,云英谷科技(03310)涨8.97%,澜起科技(06809)涨8.05%,国民技术(02701)涨9.07%,英诺赛科(02577)涨6.98%,长光辰芯(03277)涨5.28%,兆易创新(03986)涨5.20%,中电华大科技(00085)涨3.31%,爱芯元智(00600)涨3.25%,中芯国际(00981)涨3.36%。消息面上,英伟达CEO黄仁勋6月2日发言称,随着AgentAI开始大规模落地,AI计算正在从“单个模型竞争”,进入“整个数据中心协同计算”时代。大量任务会被拆解并分布到整个数据中心同时运行,这意味着,未来最关键的能力,已经不只是GPU本身,而是如何把整个数据中心的算力、内存与带宽高速连接起来。黄仁勋强调,正是因为AI计算开始“分布式化”和“解耦化”,高速互联、交换芯片、光通信等连接基础设施的重要性正在快速上升。开源证券新近研究亦称,2025年下半年起,各CSP厂商、算力芯片厂商和ICT厂商等不同主体陆续推出超节点样品,随着国产芯片开始量产,2026年或成为国产超节点放量元年,头部互联网厂商有望规模应用,并同步拉动交换网络需求。且5月下旬,国家发改委已明确释放多项政策信号,推动人工智能与经济社会各行业各领域广泛深度融合,指导国产大模型加大力度适配国产算力芯片。这一表态将“国产大模型”与“国产算力芯片”的协同适配提升至明确的政策指导层面。

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