半导体公司中芯国际今日盘中大涨5.38%,至47.85港元,引发市场热议。
消息面上,中芯国际近期交出喜人的2024财年业绩,收入和毛利率均高于市场预期。分析人士指出,中芯凭借本土龙头地位,充分受益于国内市场的快速发展和国产替代浪潮。公司预计2025年一季度营收和毛利率仍将保持增长,主要得力于人工智能与数据中心需求快速提升等因素。
多家机构维持对中芯国际"买入"评级,认为中芯在先进制程、国产替代和人工智能时代将有较大发展空间。特别值得一提的是,随着DeepSeek大模型的商业化落地,预计将带动国内AI全产业链发展,中芯作为本土半导体龙头有望充分受益。综合来看,新兴力量的持续兴起将为中芯业绩带来新动能。
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