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　　港股芯片股盘中走强，华虹宏力涨幅扩大至逾7%，兆易创新涨近7%，壁仞科技涨超5%，澜起科技、中芯国际涨超3%。

　　消息面上，媒体曝出谷歌正研发内部代号“Frozen v2”的新型AI服务器芯片，该芯片将把Gemini模型部分架构永久嵌入硬件，单位功耗可提供6至10倍的Token处理能力计划于2028年部署。

　　摩根士丹利认为，近期存储股回调是市场对“旧利空”的过度反应。最新渠道调研显示，数据中心内存短缺持续加剧，预计第三季度内存价格环比至少上涨25%，高于市场预期，AI驱动的高景气周期未改，当前回调反而提供了逢低布局机会。

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