晶门半导体盘中涨近23% AI及自主可控推动半导体周期上行

新浪港股

02-04

热点栏目自选股数据中心行情中心资金流向模拟交易

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　　晶门半导体（02878）早盘一度涨近23%，截至发稿，股价上涨16.67%，现报0.56港元，成交额2139.03万港元。

　　国金证券表示，展望2025年，AI应用和自主可控将持续驱动半导体周期上行。生成式AI催生的应用有望成为AI浪潮的主流，AI手机、AIPC等终端需求的升级和创新将带动对芯片的需求，从而推动整个半导体市场规模持续增大。民生证券则指出，半导体的核心成长逻辑来自国产化。

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