异动解读01-28
中芯国际(00981)今日盘中大跌5.37%,引发市场关注。这一下跌源于人工智能公司DeepSeek引发的芯片行业恐慌情绪。
根据消息,DeepSeek已开发出一款新型人工智能产品,可能对传统芯片制造产生重大冲击。消息一出,港股芯片板块大幅下滑,多只芯片股暴跌。其中,中芯国际、华虹半导体(01347)等大跌逾2%,宏光半导体(06908)更是大跌超6%。
分析人士指出,DeepSeek的新产品令投资者对芯片行业前景感到担忧,市场观望情绪严重,推动芯片股普遍下挫。中芯国际作为国内龙头芯片制造商,首当其冲遭到资金抛售。不过也有分析认为,行业变革往往伴随新机遇,中芯国际短期或有阵痛,但长远来看依然值得看好。
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