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说说你对这篇新闻的看法...
港股异动 | 半导体板块涨势强劲，中芯国际涨近8%创历史新高
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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 半导体板块涨势强劲，中芯国际涨近8%创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-02 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月2日，港股半导体板块走高，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨近8%，创历史新高；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>、<a href=\"https://laohu8.com/S/01385\">上海复旦</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c4933d61ed6d714e250d472b5ae67bd\" title=\"\" tg-width=\"910\" tg-height=\"563\"/></p><p>消息面上，近日，DeepSeek和智谱先后宣布推出新一代大模型，并宣布适配国内芯片。9月29日，DeepSeek-V3.2-Exp大模型发布，华为昇腾、寒武纪、海光信息等多家芯片厂商即宣布完成适配。华为昇腾基于vLLM/SGLang等推理框架实现0day支持，并开源全部推理代码与算子实现；寒武纪宣布已完成对DeepSeek-V3.2-Exp的同步适配；海光信息表示，其DCU实现对该模型的无缝适配与深度调优，展现出优异性能，验证了高通用性、高生态兼容性及自主可控的技术优势。</p><p style=\"text-align: justify;\">另外，存储芯片迎来涨价潮，据报道，美光向渠道通知存储产品即将上涨20%-30%，目前已暂停NAND闪存和DRAM报价一周，市场消息人士预测美光NAND闪存价格可能上涨高达30%。华鑫证券认指出，继DDR4涨价之后存储价格持续攀升，存储芯片进入新一轮周期。此外，国产AI芯片大时代已经来临，国产AI产业链从上游先进制程到先进封装，到下游字节阿里腾讯的模型加速迭代升级已经实现全产业链打通，坚定看好国产AI算力设施的加速突破。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdb458f2c3eed8796a1e2ecf37309073","relate_stocks":{"00981":"中芯国际","BK4614":"Manus概念股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486819","content_text":"10月2日，港股半导体板块走高，中芯国际涨近8%，创历史新高；华虹半导体、英诺赛科、上海复旦涨超4%。消息面上，近日，DeepSeek和智谱先后宣布推出新一代大模型，并宣布适配国内芯片。9月29日，DeepSeek-V3.2-Exp大模型发布，华为昇腾、寒武纪、海光信息等多家芯片厂商即宣布完成适配。华为昇腾基于vLLM/SGLang等推理框架实现0day支持，并开源全部推理代码与算子实现；寒武纪宣布已完成对DeepSeek-V3.2-Exp的同步适配；海光信息表示，其DCU实现对该模型的无缝适配与深度调优，展现出优异性能，验证了高通用性、高生态兼容性及自主可控的技术优势。另外，存储芯片迎来涨价潮，据报道，美光向渠道通知存储产品即将上涨20%-30%，目前已暂停NAND闪存和DRAM报价一周，市场消息人士预测美光NAND闪存价格可能上涨高达30%。华鑫证券认指出，继DDR4涨价之后存储价格持续攀升，存储芯片进入新一轮周期。此外，国产AI芯片大时代已经来临，国产AI产业链从上游先进制程到先进封装，到下游字节阿里腾讯的模型加速迭代升级已经实现全产业链打通，坚定看好国产AI算力设施的加速突破。","news_type":1,"symbols_score_info":{"00981":1.5}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":484732490596656,"gmtCreate":1759371356381,"gmtModify":1759372813948,"author":{"id":"3569807225717210","authorId":"3569807225717210","name":"天空007","avatar":"https://static.tigerbbs.com/40ab950ba0a5ae544e196d1e7ffea5a2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569807225717210","authorIdStr":"3569807225717210"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484732490596656","repostId":"1135486819","repostType":2,"repost":{"id":"1135486819","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1759371063,"share":"https://www.laohu8.com/m/news/1135486819?lang=zh_CN&edition=full","pubTime":"2025-10-02 10:11","market":"hk","language":"zh","title":"港股异动 | 半导体板块涨势强劲，中芯国际涨近8%创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1135486819","media":"老虎资讯综合","summary":"10月2日，港股半导体板块走高，$中芯国际(00981)$涨近8%，创历史新高；$华虹半导体(01347)$、$英诺赛科(02577)$、$上海复旦(01385)$涨超4%。","content":"<html><head></head><body><p>10月2日，港股半导体板块走高，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨近8%，创历史新高；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>、<a href=\"https://laohu8.com/S/01385\">上海复旦</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c4933d61ed6d714e250d472b5ae67bd\" title=\"\" tg-width=\"910\" tg-height=\"563\"/></p><p>消息面上，近日，DeepSeek和智谱先后宣布推出新一代大模型，并宣布适配国内芯片。9月29日，DeepSeek-V3.2-Exp大模型发布，华为昇腾、寒武纪、海光信息等多家芯片厂商即宣布完成适配。华为昇腾基于vLLM/SGLang等推理框架实现0day支持，并开源全部推理代码与算子实现；寒武纪宣布已完成对DeepSeek-V3.2-Exp的同步适配；海光信息表示，其DCU实现对该模型的无缝适配与深度调优，展现出优异性能，验证了高通用性、高生态兼容性及自主可控的技术优势。</p><p style=\"text-align: justify;\">另外，存储芯片迎来涨价潮，据报道，美光向渠道通知存储产品即将上涨20%-30%，目前已暂停NAND闪存和DRAM报价一周，市场消息人士预测美光NAND闪存价格可能上涨高达30%。华鑫证券认指出，继DDR4涨价之后存储价格持续攀升，存储芯片进入新一轮周期。此外，国产AI芯片大时代已经来临，国产AI产业链从上游先进制程到先进封装，到下游字节阿里腾讯的模型加速迭代升级已经实现全产业链打通，坚定看好国产AI算力设施的加速突破。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 半导体板块涨势强劲，中芯国际涨近8%创历史新高</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 半导体板块涨势强劲，中芯国际涨近8%创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-10-02 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月2日，港股半导体板块走高，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>涨近8%，创历史新高；<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>、<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>、<a href=\"https://laohu8.com/S/01385\">上海复旦</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c4933d61ed6d714e250d472b5ae67bd\" title=\"\" tg-width=\"910\" tg-height=\"563\"/></p><p>消息面上，近日，DeepSeek和智谱先后宣布推出新一代大模型，并宣布适配国内芯片。9月29日，DeepSeek-V3.2-Exp大模型发布，华为昇腾、寒武纪、海光信息等多家芯片厂商即宣布完成适配。华为昇腾基于vLLM/SGLang等推理框架实现0day支持，并开源全部推理代码与算子实现；寒武纪宣布已完成对DeepSeek-V3.2-Exp的同步适配；海光信息表示，其DCU实现对该模型的无缝适配与深度调优，展现出优异性能，验证了高通用性、高生态兼容性及自主可控的技术优势。</p><p style=\"text-align: justify;\">另外，存储芯片迎来涨价潮，据报道，美光向渠道通知存储产品即将上涨20%-30%，目前已暂停NAND闪存和DRAM报价一周，市场消息人士预测美光NAND闪存价格可能上涨高达30%。华鑫证券认指出，继DDR4涨价之后存储价格持续攀升，存储芯片进入新一轮周期。此外，国产AI芯片大时代已经来临，国产AI产业链从上游先进制程到先进封装，到下游字节阿里腾讯的模型加速迭代升级已经实现全产业链打通，坚定看好国产AI算力设施的加速突破。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdb458f2c3eed8796a1e2ecf37309073","relate_stocks":{"00981":"中芯国际","BK4614":"Manus概念股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135486819","content_text":"10月2日，港股半导体板块走高，中芯国际涨近8%，创历史新高；华虹半导体、英诺赛科、上海复旦涨超4%。消息面上，近日，DeepSeek和智谱先后宣布推出新一代大模型，并宣布适配国内芯片。9月29日，DeepSeek-V3.2-Exp大模型发布，华为昇腾、寒武纪、海光信息等多家芯片厂商即宣布完成适配。华为昇腾基于vLLM/SGLang等推理框架实现0day支持，并开源全部推理代码与算子实现；寒武纪宣布已完成对DeepSeek-V3.2-Exp的同步适配；海光信息表示，其DCU实现对该模型的无缝适配与深度调优，展现出优异性能，验证了高通用性、高生态兼容性及自主可控的技术优势。另外，存储芯片迎来涨价潮，据报道，美光向渠道通知存储产品即将上涨20%-30%，目前已暂停NAND闪存和DRAM报价一周，市场消息人士预测美光NAND闪存价格可能上涨高达30%。华鑫证券认指出，继DDR4涨价之后存储价格持续攀升，存储芯片进入新一轮周期。此外，国产AI芯片大时代已经来临，国产AI产业链从上游先进制程到先进封装，到下游字节阿里腾讯的模型加速迭代升级已经实现全产业链打通，坚定看好国产AI算力设施的加速突破。","news_type":1,"symbols_score_info":{"00981":1.5}},"isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
