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中金公司:半導體及元器件週期整體進入上行通道
中金公司研報指出,年初以來,半導體及元器件週期整體進入上行通道,去庫節奏相對落後的子板塊也逐漸迎來週期觸底。下半年,中金公司認為AI主線上,國產雲端算力、端側SoC、接口/運力芯片等行業均值得關注;國產化主線上,高階CIS、高端模擬芯片等國產化率較低領域依然具備看點。製造方面,預計下半年或出現晶圓廠、封測廠的產能結構性調整,以維持較高的產能利用率和盈利能力,進一步的資本支出有望驅動設備和材料需求增長。
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