半导体股部分回升华虹半导体升2.61% 汇丰预计本土GPU与AI算力国产化将大幅增长

金吾资讯12-03

金吾财讯 | 半导体股部分回升，华虹半导体(01347)升2.61%，硬蛋创新(00400)、晶门半导体(02878)、芯智控股(02166)、脑洞科技(02203)升逾1%。汇丰投资管理中国及核心亚洲股票主管沈昱指，中国AI资本开支故事今年才刚开始，预计在未来12至18个月，本土GPU与AI算力国产化将迎来大幅增长。未来6至12个月，A股和H股将有大量本土GPU与AI算力相关公司上市，国产GPU...

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半导体股部分回升 华虹半导体升2.61% 汇丰预计本土GPU与AI算力国产化将大幅增长

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半导体股部分回升华虹半导体升2.61% 汇丰预计本土GPU与AI算力国产化将大幅增长