半導體板塊再迎火爆行情！中芯國際一度飆升超10%，市場怎麼看？
今日，港A市場半導體板塊再度迎來火爆行情，A股半導體板塊掀漲停潮，$恆玄科技(688608.SH)$、$源傑科技(688498.SH)$、$瑞芯微(603893.SH)$、$博通集成(603068.SH)$等多隻個股漲停。港股市場上，$中芯國際(00981.HK)$一度飆升超10%、周內已累漲超20%，$華虹半導體(01347.HK)$，$上海復旦(01385.HK)$等漲近4%。
消息面上，OpenAI 4月5號暫停了plus付費，原因可能是因爲需求量太大，而導致算力不足。對於消息機構普遍解讀，提振智能算力中心、高端算力芯片的需求預期。
市場怎麼看？
中信建投研報認爲，大算力應用如高性能服務器（HPC）和自動駕駛（ADAS）取代手機/PC成爲新一輪半導體週期驅動力，後摩爾定律時代高端封裝工藝迭代成爲新的發展趨勢。隨着大算力需求提升，先進封裝替代先進製程成爲降低單位算力成本的最佳方案，進而拉高運算電子在封測廠商的價值量。
天風證券此前發佈研報稱，以GPT-4/ChatGPT爲代表的預訓練大模型或將催生未來對AI服務器的擴產需求。未來隨着ChatGPT的市佔率及應用端的發展，類ChatGPT對芯片的需求將量大且具有高持續性，在先進製造及封裝環節，建議關注中芯國際等。
開源證券則認爲，半導體行業投資機會主要集中在兩個方面：一是終端需求驅動下的新興領域，如5G、AI、物聯網、雲計算等；二是國產替代下的傳統領域，如存儲、封測、模擬、功率等。
此外，手握894.34億的公募一哥張坤去年四季度也開始抄底了半導體，從易方達亞洲精選2022年年報持倉數據顯示，前20大重倉股中，有4只半導體：臺積電、高通、阿斯麥和超威半導體（AMD)，持倉分別佔比4.42%、3.47%、3.00%和2.49%，合計持有13.38%。
不過需要注意的是，算力不足的邏輯本輪的AI炒作中被反覆提及，因此算力方向對於消息面的刺激預計也將邊際遞減。
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