来源：环球网 据了解，字节跳动今年计划在人工智能基础设施方面投入超过120亿美元，持续推进人工智能领域的技 术研发与应用落地。（纯钧） 【环球网科技综合报道】8月20日消息，针对近日市场上有关"字节跳动正与芯原股份联手设计一款先进 的AI算力芯片"的传言，字节跳动相关负责人明确向记者回应称，公司与芯原股份并无AI芯片相关合 作，对不实传言予以澄清。 ...

Group 1: Semiconductor Market Performance - On August 20, the semiconductor sector experienced a significant rally, with stocks such as Shengke Communication rising by 20%, Aiwei Electronics by 15.85%, and Chipone Technology by 15.52% [1][6] - The semiconductor sector has seen a cumulative increase of 14.19% in August [6] Group 2: AI Driving Semiconductor Growth - AI technology is driving a new growth cycle in the semiconductor industry, with applications in servers, smartphones, PCs, and automobiles leading to increased demand for semiconductor components [2][3] - The global AI server market is projected to grow to 30% from 2023 to 2033, with increased demand for high-performance GPUs, CPUs, and storage hardware [2] - AI smartphone shipments are expected to reach approximately 119 million units in 2024, growing to 606 million units by 2028, with a compound annual growth rate (CAGR) of about 38% [2] - AI PC shipments are forecasted to be around 48 million units in 2024, increasing to 204 million units by 2028, with a CAGR of 43.58% [2] Group 3: Automotive AI Sector - The global smart vehicle sales are expected to grow at a CAGR of about 11% from 2023 to 2030, with ADAS penetration increasing from 65.6% in 2023 to 96.7% by 2030 [3] - The demand for advanced driving chips, storage chips, and interaction hardware is expected to rise due to the high computational and storage requirements of automotive AI models [3] Group 4: Domestic Semiconductor Industry Developments - China's semiconductor industry is undergoing significant domestic substitution efforts, with a decrease in the import share of integrated circuits from 4.4% in 2019 to 2.4% in 2023 [4] - The domestic production rate of semiconductor equipment has reached 30% in certain areas, with breakthroughs in photolithography technology and EDA achieving domestic substitution [4] - Shanghai Microelectronics has delivered its first 7nm process-supporting immersion DUV lithography machine, achieving a domestic production rate of 70% [4] Group 5: Semiconductor Equipment and Materials - The semiconductor equipment and materials sector is identified as a key area for domestic substitution, with significant potential for growth driven by AI demand and technological advancements [5] - National Electric Power Investment Corporation has completed the delivery of its first batch of optimized hydrogen ion implantation performance chips, marking a milestone in domestic technology [5] - Guangfa Securities highlights the increasing penetration and demand for new technologies such as renewable energy, automotive electronics, and AI as important drivers for the semiconductor industry [5]

Group 1: Company Overview - Xinyuan Co., Ltd. is a leading semiconductor IP company that provides platform-based, comprehensive, and one-stop chip customization services and semiconductor IP licensing services [3] - The company's main business applications include consumer electronics, automotive electronics, computers, and peripherals [3] - According to IPnest, Xinyuan ranks eighth globally in terms of IP licensing revenue for 2024 and is second in terms of IP variety [3] Group 2: Stock Performance - On August 20, Xinyuan's stock price surged, reaching a "20cm" limit up during trading, but closed with a gain of 15.52% after the limit was quickly lifted [1] - The stock's closing price was 147.04, with a trading volume of 30.94 million shares and a turnover rate of 6.18% [2] - The stock's highest price during the day was 152.74, while the lowest was 121.00 [2] Group 3: Market News - There were rumors that ByteDance was collaborating with Xinyuan to design an advanced AI computing chip, but ByteDance denied any such cooperation [1]

Group 1 - The Shanghai Composite Index reached a new high, rising by 1.04% to close at 3766.21 points, with the STAR Market leading the gains, particularly the STAR 50 index which surged by 3.23% [1] - Chipmaker Chip Origin Co., Ltd. saw a significant increase of 15.52% in its stock price, hitting the daily limit before experiencing a sell-off at the close [1] - ByteDance denied rumors of a collaboration with Chip Origin Co., Ltd. regarding AI chips, clarifying that no such partnership exists [1] Group 2 - In the futures market, lithium carbonate, pure alkali, coking coal, and coke saw the largest declines, with lithium carbonate futures hitting the daily limit down [2] - A participant in the "National Futures Simulation Championship" achieved a remarkable return of 332.71% through trading lithium carbonate options, showcasing the potential for high returns in the futures market [2][7] - The competition aims to provide a platform for investors to learn trading strategies and improve their skills, with various rewards for participants [4][19] Group 3 - The "National Futures Simulation Championship" offers participants a virtual fund of 1 million yuan for trading, allowing them to practice without financial risk [18] - The competition features a dual reward system for weekly and monthly performance, with cash prizes available for participants achieving positive returns [20] - Participants can join a community for real-time discussions and learning opportunities, enhancing their trading knowledge and skills [19][21]

| 600060 | 海信视 | 1.48 | 1.39 | 704.87 | 1.85 | | --- | --- | --- | --- | --- | --- | | | 像 | | | | | | 688416 | 恒烁股 份 | 3.10 | 6.52 | 645.61 | 4.81 | | 688380 | 中微半 导 | 2.90 | 6.67 | 620.40 | 1.82 | | 688595 | 芯海科 技 | 1.32 | 5.92 | 556.53 | 1.60 | | 688061 | 灿瑞科 技 | 2.07 | 5.03 | 399.31 | 5.09 | | 688045 | 必易微 | 0.10 | 7.92 | 291.79 | 2.38 | | 300681 | 英搏尔 | 0.64 | 6.00 | 265.40 | 0.74 | | 688172 | 燕东微 | 2.33 | 1.39 | 13.91 | 0.08 | | 688469 | 芯联集 成 | 1.66 | 2.45 | -8.72 | -0.01 | | 688391 | 钜泉科 技 | 0.51 | ...

8月20日，A股午后全线走高，沪指涨逾1%，续创10年新高；科创50指数暴涨超3%；港股亦止跌回升， 恒生指数尾盘翻红。 半导体板块强势拉升 半导体板块盘中强势拉升，截至收盘，盛科通信20%涨停，续创新高；艾为电子、芯原股份涨超15%； 寒武纪涨超8%，盘中一度涨近10%续创历史新高。 | 代码 | 名称 | � | 涨幅% | 现价 | 涨跌 | 采价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 688702 盛科通信-U K 20.00 | | | | 111.00 | 18.50 | 111.00 | | 99541 | | 688798 艾为电子 | | | K 15.85 | 94.30 | 12.90 | 94.30 | 94.40 | 136147 | | 688521 芯原股份 | | K | 15.52 | 147.04 | 19.76 | 147.04 | 147.05 | 309414 | | 688709 成都华微 | | K | 12.62 | 40.33 | 4.52 | 40.33 | ...

芯片股，再度爆发！ 今日午后，盛科通信、芯原股份、上海新阳、寒武纪等芯片股集体拉升，激活了市场人气。随后，A股主要指数探底回升， 沪指涨幅超1%，科创50指数更是大涨超3%。 | 代码 | 名称 | . | 涨幅% | 现价 | 涨跌 | 买价 | 卖价 | | --- | --- | --- | --- | --- | --- | --- | --- | | 688702 | 盛科通信-U | K | 20.00 | 111.00 | 18.50 | 111.00 | | | 873726 | 卓兆点胶 | R | 19.67 | 51.83 | 8.52 | 51.83 | 51.85 | | 688798 义为电子 | | K | 15.85 | 94.30 | 12.90 | 94.30 | 94.40 | | 688521 芯原股份 | | K | 15.52 | 147.04 | 19.76 | 147.04 | 147.05 | | 831526 凯华材料 | | R | 13.90 | 36.96 | 4.51 | 36.89 | 36.96 | | 688709 成都华微 | | K | 1 ...

传闻中所提到的AI算力芯片，承担着处理海量数据、运行复杂算法的重任，其性能直接决定了AI系统 的运算速度与效率。随着AI应用的爆发式增长，从智能语音助手到复杂的图像识别、自然语言处理， 对AI算力芯片的需求呈指数级上升，也让相关产业链公司备受关注。 在AI技术领域，字节跳动成果颇丰。其基于自研云雀大模型开发的豆包平台，已成为综合性AI智能助 手，涵盖多种模型版本，可满足不同场景需求。今年6月发布的豆包1.6系列模型支持多模态理解与图形 界面操作，能处理真实世界问题，在复杂推理等测试中表现突出。 至于字节跳动与其他厂商联手设计AI芯片，此前也有不少消息传出。 智通财经记者 | 宋佳楠 8月20日，芯原股份盘中表现亮眼，一度触及涨停，引发市场广泛关注。截至收盘，该公司报收147.04 元，涨15.52% ，总市值达773亿元。 这一股价异动，主要源于一则市场传闻：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向智通财经明确否认了该消息，称字节跳动与芯原股份并无AI芯片相关合 作。 芯原股份成立于2001年，主要依托自主半导体IP，为客户提供平台化、一站式芯片定制服务和半导体IP 授 ...

| 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | 占息成交比例 | 净额(万)0 | | 1 | 沪股通专用 | 479次 46.97% | 2 | 26704.40 | 6.29% | | | 26704.40 | | 2 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | 126 49 21% | | 10068 62 | 2.37% | | osex mone | 10068.62 | | 3 | 国泰海通证券股份有限公司上海长宁区江苏路证券营业部 | 200次 46.00% | | 7910.53 | 1.86% | | | 7910.53 | | য | 国泰海通证券股份有限公司成都顺城大街证券营业部 | 67 66.67% | | 7872.39 | 1.85% | | | 7872.39 | | 5 | 广发证券股份有限公司总部 | 37 100,00% | 11 ...

| 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | | 机构专用 | 1599次 45.28% | 2 | | | | 2 | eastmoney.com 沪股通专用 | 479次 46.97% | | | | | 3 | 国泰海通证券股份有限公司上海松江区中山东路证券营业部 | 126次 49.21% | | | | | 4 | 华宝证券股份有限公司上海东大名路证券营业部 | 26次 38.46% | | | | | 5 | 广发证券股份有限公司郑州农业路证券营业部 | 50次 52.00% | ▲ | | | | | (买入前5名与卖出前5名)总合计: | | | 58286.41 | 13.72% | 格隆汇8月20日｜芯原股份(688521.SH)今日涨15.52%，换手率6.18%，成交额42.27亿元。龙虎榜数据显示，沪股通买入2.67亿元，卖出1.35亿元，净买入1.32 亿元；一家机构位列卖一席位，卖出1.39亿元。(格隆汇) | 买入金额最大的前5名 | | | | | | | --- ...