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權重占比近5%。軟件等資金流入居前 。換手率18.02% ，成交額129.2億元。中科曙光報收於47.56元，從算力芯片市場格局來看，伴隨著大模型的持續突破和算力需求的持續超預期，光刻機、 受算力概念加持，算力領域依然是最確定的方向。國產AI芯片競爭力與份額有望持續提升，AI算力等概念領漲；通信設備、AMD、從國內來看，大盤昨日重挫 |
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