算力需求快速增长芯片股午后发力上海复旦(01385)涨4%

金吾资讯2025-12-17

金吾财讯 | 芯片股午后发力，上海复旦(01385)涨4%，华虹半导体(01347)涨3.39%，中芯国际(00981)涨2.52%，中兴通讯(00763)涨2.17%，英诺赛科(02577)在2.04%。消息面上，东兴证券表示，AI逻辑正在不断强化：①算力需求快速增长，在生成式人工智能蓬勃发展的推动下，算力行业维持高景气。②AI芯片崛起，端侧AI领域百花齐放。③ AI工作负载的指数级增长正在增加...

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算力需求快速增长 芯片股午后发力 上海复旦(01385)涨4%

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算力需求快速增长芯片股午后发力上海复旦(01385)涨4%