里昂：DeepSeek模型凸显中国先进制程产能扩张顺利推进重申对中芯国际(00981)及华虹半导体(01347)“跑赢大市”评级

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智通财经APP获悉，里昂发布研报称，观察到模拟芯片整体需求正在复苏，若需求持续强劲，涨价趋势料将延续，主要受本土AI大型模型开发及AI芯片组本土化进程加速所驱动。该行预期本土代工厂将成为主要受惠者，重申对中芯国际(00981)及华虹半导体(01347)“跑赢大市”评级，目标价分别为93.3港元及129.5港元。DeepSeek上周五(24日)正式发布V4-Pro及V4-flash模型预览版。德州仪器(TXN.US)与英特尔(INTC.US) 亦公布胜预期的第一季业绩及第二季指引。该行认为这凸显中国先进制程产能扩张正顺利推进。

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里昂：DeepSeek模型凸显中国先进制程产能扩张顺利推进 重申对中芯国际(00981)及华虹半导体(01347)“跑赢大市”评级

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里昂：DeepSeek模型凸显中国先进制程产能扩张顺利推进重申对中芯国际(00981)及华虹半导体(01347)“跑赢大市”评级