傳聞來襲!港A半導體板塊全面爆發,中芯國際升超10%
近期字節跳動、ChatGPT、谷歌等新的AI產品發佈以及更新不斷,半導體板塊再度受到市場資金追捧。
今日A股半導體概念大升,燦芯股份、鍇威特20cm升停,泰凌微升超14%,中芯國際升超10%,上海貝嶺、瑞芯微10cm升停。

港股半導體股也進一步拉昇,康特隆升超12%,中芯國際盤中一度飆升超13%,目前升8.41%,宏光半導體升超6%,晶門半導體、腦洞科技、華虹半導體等跟升。

此外,有最新消息稱,美國或將在近期出台一項關於AI芯片的新的出口管制更新。
業內人士認為,半導體行業自主可控是大勢所趨,製造端國產化加快推進,行業快速發展有望帶來更多投資機會。
目前中國半導體行業正在被動和主動地接受全面國產替代進程。
不久前(12月2日),美國將北方華創、華大九天在內的140家半導體設備及EDA等相關公司加入實體清單,進一步加大上游設備、材料、EDA&IP及零部件等環節的“卡脖子”風險。

對於後市,招銀國際表示,長期看好中國半導體產業鏈自主可控趨勢帶來的國產份額提升機會。地緣政治風險的加劇,驅使各主要經濟體將產業鏈發展的首要目標從提升生產效率轉向保證供應鏈安全上。對於中國而言,半導體自主可控將是長期趨勢,這將為產業鏈相關受益標的帶來市場份額提升的巨大紅利。
平安證券研報表示,半導體行業在2024年三季度以來表現強勁。國家刺激政策的出台,釋放了市場流動性,同時行業又恰逢處在恢復週期,業績同比顯著向好,估值也在提升,股價大幅反彈。半導體作為典型的週期和創新疊加的行業,在消費電子復甦和人工智能的創新共振中,快速向好,尤其是存儲和處理器受益最為明顯。2025年,半導體行業整體增長趨於平穩,但增長相較2024年更為均衡、健康。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.