金吾财讯 | 港股芯片股普跌，截至发稿，璧仞科技(06082)跌16.91%，天数智芯(09903)跌14.27%，ASMPT(00522)跌14.41%，芯碁微装(09630)跌12.19%，云英谷科技(03310)跌9.15%，兆易创新(03986)跌9.09%，贝克微(02149)跌9.37%，澜起科技(06809)跌8.44%，华虹宏力(01347)跌8.09%。消息面上，周三美联储主席凯文·沃什再度重申政策重心仍是抑制通胀，鹰派倾向引发当晚美股存储芯片股、半导体股重挫。其中，费城半导体指数一度挫逾6%，美光科技、闪迪跌超10%。不过，中长期来看，市场研究机构仍普遍释放积极信号。阿波罗资管表示，AI产业正从模型竞赛转向算力争夺，推理与智能体使Token消耗达传统聊天请求的100至1000倍。GPU、先进制程、存储、电力及电网同步承压。算力稀缺正重估资产价值，竞争壁垒在于企业能否提前锁定芯片、存储、电力与数据中心资源。高盛亦预计全球股市下半年延续涨势，科技盈利为核心推动力，涨幅或弱于上半年但更广泛，并预计投资者关注点持续从数据中心运营商转向AI半导体及设备制造商。
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