#字节辟谣与芯原股份合作设计AI芯片#【字节跳动辟谣：与芯原股份并无AI芯片相关合作】#字节称与 芯原股份无AI芯片相关合作#业内消息传字节跳动正与芯原股份联手设计一款先进的AI算力芯片。对 此，字节跳动相关负责人回复记者称：字节跳动与芯原股份并无AI芯片相关合作。 (证券时报) ...

格隆汇8月20日｜芯原股份尾盘涨停板被打开。业内消息传字节跳动正与芯原股份联手设计一款先进的AI算力芯片。对此，字节跳动相关负责人回复称： 字节跳动与芯原股份并无AI芯片相关合作。 ...

Core Points - The A-share market saw all three major indices turn positive, with the Shanghai Composite Index rising by 0.83%, reaching a ten-year high [1] - The semiconductor sector experienced a strong rally in the afternoon, with the Sci-Tech 50 Index increasing by over 3%, and Chipone Technology hitting the daily limit of 20% [1] - Other sectors such as liquor, chemical fiber, under-screen cameras, precious metals, and dairy also showed significant gains, with approximately 3,200 stocks rising and 1,700 stocks declining across the market [1]

Core Viewpoint - ByteDance is reportedly collaborating with Chipone Technology to design an advanced AI computing chip, but ByteDance has denied any such partnership [1] Group 1 - ByteDance is in discussions regarding the development of an AI chip [1] - Chipone Technology is mentioned as a potential partner in the AI chip design [1] - ByteDance's representative stated that there is no collaboration on AI chips with Chipone Technology [1]

近日，业内消息传字节跳动正与芯原股份联手设计一款先进的AI算力芯片。对此，字节跳动相关负责 人回复证券时报记者称：字节跳动与芯原股份并无AI芯片相关合作。 ...

Group 1 - The new generation information technology index on the Sci-Tech Innovation Board has seen a strong increase of 3.41%, with key stocks like Chip Origin and Shengke Communication hitting the 20% daily limit up [1] - The Sci-Tech Information Technology ETF (588100) rose by 3.26%, with a turnover rate of 9.23% and a transaction volume of 21.19 million yuan [1] - Over the past year, the Sci-Tech Information Technology ETF has achieved a net value increase of 74.00%, ranking 278 out of 2965 in the index stock fund category, placing it in the top 9.38% [1] Group 2 - The AI computing power chain is experiencing high prosperity and strong earnings certainty, making it a core focus of the current technology market [1] - Light modules and PCBs are crucial components of the AI computing power chain, benefiting from the construction wave of AI infrastructure both domestically and internationally [1] - The entire computing power industry is entering a heated investment phase, with significant capital expenditure from major CSP manufacturers directed towards AI computing power [2] Group 3 - As of July 31, 2025, the top ten weighted stocks in the new generation information technology index account for 55.76% of the index, with companies like SMIC, Cambricon, and Haiguang Information leading the list [2] - The top ten stocks include: SMIC (10.27%), Haiguang Information (9.24%), Cambricon (8.80%), and others, indicating a diverse representation in the index [3] Group 4 - The Sci-Tech Information Technology Index consists of stocks from the Sci-Tech Innovation Board, covering various fields such as chips, software, cloud computing, big data, and artificial intelligence [5] - This index is positioned to benefit continuously from multiple trends in AI computing power, chips, computers, and communications [5]

8月20日盘中科创板股芯原股份涨停，截至14:01，股价报152.74元，成交35.47亿元，换手率5.25%，振 幅24.94%。 科创板个股中，截至发稿上涨的共有251只，涨幅在10%以上的共有10只，除芯原股份之外，涨停的还 有盛科通信-U、浩辰软件等，下跌的有328只，跌幅较大的有科思科技、达梦数据、山外山，分别下跌 15.78%、8.76%、8.12%。 资金面上，芯原股份上一交易日主力资金净流入2.80亿元，近5日净流入2.31亿元。 （文章来源：证券时报网） 融资融券数据显示，该股最新（8月19日）两融余额为9.22亿元，其中，融资余额为9.07亿元，较上一个 交易日增加2.18亿元，增幅为31.73%；融券余额为1565.59万元，较上一个交易日增加391.10万元，增幅 为33.30%。近10日两融余额合计增加1.98亿元，增幅为27.27%，其间融资余额增长28.32%，融券余额下 降13.56%。 从机构评级来看，近一个月该股获3家机构买入评级。8月5日财通证券发布的研报给予公司增持评级。8 月5日民生证券发布的研报给予公司推荐评级。8月3日东吴证券发布的研报给予公司买入评级。 ...

Group 1 - The core viewpoint is that the AI sector is experiencing significant growth, as evidenced by the performance of the Huaxia Sci-Tech AI ETF, which rose by 2.84% and has seen an 8.65% increase over the past five trading days [1][2] - The ETF's holdings include key stocks such as Chip Origin, which surged by 17.53%, and Cambrian, which increased by 6.72%, indicating strong performance in the AI-related stocks [1] - The trading activity was robust, with a turnover exceeding 20% and a transaction amount of 16.4 million yuan, reflecting active market participation and continued capital inflow [1] Group 2 - WeChat Work 5.0 has been officially released, integrating AI capabilities with features like intelligent search and intelligent summarization, enhancing workplace efficiency [1] - Open Source Securities highlights the strong performance and certainty of earnings in the AI computing power chain, emphasizing the importance of optical modules and PCBs in the infrastructure development for AI [1] - The AI industry is supported by high R&D investment and favorable policies, with the ETF designed to capture the "singularity moment" in the AI sector [2]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) 格隆汇8月20日｜科创50指数午后涨超3%，半导体、光刻机等概念走强，芯原股份、盛科通信双双 20cm涨停。 ...

隔夜，英伟达大跌3.5%创近四个月以来最大跌幅，Meta下跌逾2%，特斯拉、亚马逊、微软等均下跌。大型科技股普跌，拖累纳指表现。 然而聚焦A股，国 产AI走出独立行情！8月20日，重点布局国产AI产业链的科创人工智能ETF（ 589520）场内涨幅盘中猛拉3%，冲击日线4连阳！值得关注的是，该ETF场内 频现溢价区间，显示买盘资金更为强势！事实上，上交所数据显示，科创人工智能ETF（589520）昨日吸金634万元。 成份股方面， 芯原股份涨超17%再创 新高， 寒武纪涨逾6%， 恒玄科技、 奥普特、 乐鑫科技等个股跟涨。 消息面上，8月19日，上海市经济和信息化委员会等三部门联合发布《上海市加快推 动"AI+制造"发展的实施方案》。其中提出，开展云端模型端侧部署，提升终端的模型应用能力，推动终端智能化操作创新。 第一大权重股方面，本土 AI 芯片"扛旗者"——寒武纪8月19日股价一度突破1000元，或将成为A股市场第二只千元股（当前股价仅次于茅台）。 国泰海通认为， 算力芯片自主可控是必 然发展趋势，英伟达芯片安全漏洞将加速国内云厂商适配国产算力芯片，国产替代未来可期。 招商证券表示，国内部分客户对于未来购 ...