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天風證券:關注存儲、端側 AI、CIS等高彈性產業機會
格隆匯 06-17 09:10

天風證券指出,綜合來看2025年,全球半導體增長延續樂觀增長走勢,2025年AI驅下游增長。展望二季度,建議關注設計板塊SoC/ASIC/存儲/CIS二季度業績彈性。端側AISoC芯片公司受益於端側AI硬件滲透率釋放,一季度業績已體現高增長,疊加6-7月ai眼鏡密集發佈,後續展望樂觀。ASIC公司收入增速逐步體現,芯原定增鎖價利好釋放。CIS板塊華為PURA80影像升級疊加智能車需求帶動需求迭升。

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