---
title: "《股市簡訊》A 股芯片股勁揚，報導稱中國尋求提高 AI 芯片產量減少對英偉達依賴"
description: "中國股市芯片股週四早盤勁揚，中華交易服務半導體芯片行業指數一度升 4.2%。據報道，中國芯片製造商計劃在 2026 年將 AI 芯片產量提高兩倍，以減少對英偉達的依賴。華為目標年底前在專門生產 AI 芯片的工廠開始生產，另外兩家工廠將於 2026 年投產。斯達半導漲停，瀾起科技、瑞芯微和中芯國際漲幅介於 5.4-9.7%。"
type: "news"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/254910659.md"
published_at: "2025-08-28T02:34:30.000Z"
---

# 《股市簡訊》A 股芯片股勁揚，報導稱中國尋求提高 AI 芯片產量減少對英偉達依賴

> 中國股市芯片股週四早盤勁揚，中華交易服務半導體芯片行業指數一度升 4.2%。據報道，中國芯片製造商計劃在 2026 年將 AI 芯片產量提高兩倍，以減少對英偉達的依賴。華為目標年底前在專門生產 AI 芯片的工廠開始生產，另外兩家工廠將於 2026 年投產。斯達半導漲停，瀾起科技、瑞芯微和中芯國際漲幅介於 5.4-9.7%。

-   中國股市芯片股週四早盤勁揚，中華交易服務半導體芯片行業指數 (.CSI990001) 盤中一度升 4.2%。
-   據英國金融時報（FT）週三報道，中國的芯片製造商正尋求在 2026 年將人工智能（AI）芯片產量提高兩倍，以減少對 Nvidia(輝達/英偉達) (NVDA.O) 的依賴。

該報援引熟悉內情的人士報道稱，華為 (HWT.UL) 的目標是在年底之前在一家專門生產 AI 芯片的工廠開始生產，另外兩家工廠將於 2026 年投產。

-   斯達半導 (603290.SS) 早盤漲停，瀾起科技 (688008.SS) 、瑞芯微 (603893.SS) 和中芯國際 (688981.SS) 升幅介於 5.4-9.7% 之間。（完）

更多股市簡訊請點選 (CN-CMN-HOT)

(發稿 王臻臻；審校 張喜良)

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> **免責聲明**：本文內容僅供參考，不構成任何投資建議。
