异动解读 | 美股芯片股带动港股板块走强，天数智芯(09903)盘中大涨8.83%

异动解读01-22

天数智芯(09903)今日盘中大涨8.83%，成为港股半导体板块中的领涨个股之一。

消息面上，隔夜美股芯片股集体走强，费城半导体指数涨3.18%创历史新高，英特尔(INTC)涨超11%，超威半导体(AMD)涨逾7%，美光科技(MU)涨超6%。这一乐观情绪迅速传导至港股市场，带动包括天数智芯在内的多只芯片概念股上涨。行业分析机构TrendForce集邦咨询指出，当前存储芯片涨价由"先进制程产能受限"和"AI服务器需求刚性增长"双重因素驱动，其持续性远超历史周期。银华基金经理方建也表示，半导体作为科技股的中坚力量，国产化仍是国内最确定的投资机会之一，AI相关芯片公司尤其受益。

市场普遍认为，在AI浪潮和国产替代的双重推动下，半导体行业有望在2026年延续高景气度，这也为天数智芯等具备技术优势的企业提供了长期增长空间。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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