---
title: "《股市简讯》A 股芯片股劲扬，报导称中国寻求提高 AI 芯片产量减少对英伟达依赖"
description: "中国股市芯片股周四早盘劲扬，中华交易服务半导体芯片行业指数一度升 4.2%。据报道，中国芯片制造商计划在 2026 年将 AI 芯片产量提高两倍，以减少对英伟达的依赖。华为目标年底前在专门生产 AI 芯片的工厂开始生产，另外两家工厂将于 2026 年投产。斯达半导涨停，澜起科技、瑞芯微和中芯国际涨幅介于 5.4-9.7%。"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/254910659.md"
published_at: "2025-08-28T02:34:30.000Z"
---

# 《股市简讯》A 股芯片股劲扬，报导称中国寻求提高 AI 芯片产量减少对英伟达依赖

> 中国股市芯片股周四早盘劲扬，中华交易服务半导体芯片行业指数一度升 4.2%。据报道，中国芯片制造商计划在 2026 年将 AI 芯片产量提高两倍，以减少对英伟达的依赖。华为目标年底前在专门生产 AI 芯片的工厂开始生产，另外两家工厂将于 2026 年投产。斯达半导涨停，澜起科技、瑞芯微和中芯国际涨幅介于 5.4-9.7%。

-   中国股市芯片股周四早盘劲扬，中华交易服务半导体芯片行业指数 (.CSI990001) 盘中一度升 4.2%。
-   据英国金融时报（FT）周三报道，中国的芯片制造商正寻求在 2026 年将人工智能（AI）芯片产量提高两倍，以减少对 Nvidia(辉达/英伟达) (NVDA.O) 的依赖。

该报援引熟悉内情的人士报道称，华为 (HWT.UL) 的目标是在年底之前在一家专门生产 AI 芯片的工厂开始生产，另外两家工厂将于 2026 年投产。

-   斯达半导 (603290.SS) 早盘涨停，澜起科技 (688008.SS) 、瑞芯微 (603893.SS) 和中芯国际 (688981.SS) 升幅介于 5.4-9.7% 之间。（完）

更多股市简讯请点选 (CN-CMN-HOT)

(发稿 王臻臻；审校 张喜良)

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