晶門半導體盤中漲近23% AI及自主可控推動半導體週期上行

新浪港股

02-04

熱點欄目自選股數據中心行情中心資金流向模擬交易

客戶端

　　晶門半導體（02878）早盤一度漲近23%，截至發稿，股價上漲16.67%，現報0.56港元，成交額2139.03萬港元。

　　國金證券表示，展望2025年，AI應用和自主可控將持續驅動半導體週期上行。生成式AI催生的應用有望成爲AI浪潮的主流，AI手機、AIPC等終端需求的升級和創新將帶動對芯片的需求，從而推動整個半導體市場規模持續增大。民生證券則指出，半導體的核心成長邏輯來自國產化。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：盧昱君

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