港股异动 | 芯片股盘中走高 百度向华为采购昇腾芯片 AI芯片国产替代有望加速
芯片股盘中走高，截至发稿，中电华大科技(00085)涨3.55%，报1.46港元；中芯国际(00981)涨3.54%，报24.85港元；晶门半导体(02878)涨2.94%，报0.35港元；华虹半导体(01347)涨1.71%，报20.85港元。
消息面上，据媒体报道，百度集团为200台服务器订购了1600颗华为昇腾910B AI芯片(作为Nvidia A100芯片的替代品)。分析人士称，尽管这个订单量，与过去通常从英伟达订购的数千颗芯片相比，规模较小，但具有重要意义。
据天风证券此前测算，英伟达限令升级后2024年AI国产芯片新增市场空间700亿+，国产AI芯片厂商有望受益互联网信创加速。海通证券认为，目前国产AI芯片还未达到国际最顶级的水平，但是已经在一定程度上能够实现对海外竞品的替代，此次美国AI芯片出口禁令的出台，有望从侧面推动我国国产AI芯片进入重要发展机遇期。
Reprinted from 引领外汇网，the copyright all reserved by the original author.
Disclaimer: The content above represents only the views of the author or guest. It does not represent any views or positions of FOLLOWME and does not mean that FOLLOWME agrees with its statement or description, nor does it constitute any investment advice. For all actions taken by visitors based on information provided by the FOLLOWME community, the community does not assume any form of liability unless otherwise expressly promised in writing.
FOLLOWME Trading Community Website: https://www.followme.com
Hot
No comment on record. Start new comment.