喜忧参半，明天分歧比_老虎社区_美港股上老虎

喜忧参半，明天分歧比较大了

港股半导体股持续强势，消息面上，8月13日，腾讯业绩会表示公司推理芯片供应渠道侧具备多种选择；8月21日，DeepSeek更新模型版本至DeepSeek-V3.1，预计将支持FP8精度以及国产芯；近期，基于华为昇腾芯片的服务器产品陆续在政府、金融、运营商等行业落地大单。【大家看好国产半导体涨势吗？本周四盘前中芯国际即将发布财报，能否再创年内新高？】

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