港股异动 | 芯片股普涨，中芯国际升超6%录得七连涨
本周一（12月30日），港股芯片股普涨，中芯国际涨超6%领涨，目前已录得七连涨； 华虹半导体 涨近4%， 上海复旦 涨超2%：
消息面上，根据Omdia数据，得益于人工智能的强劲需求，2024年第三季度全球半导体市场收入达1778亿美元，同比增长26%，环比增长8.5%。
展望全年，预计2024年半导体市场全年收入有望增长24%；根据Canalys数据，2024年第三季度中国大陆云基础设施服务支出达到102亿美元，同比增长11%；根据Counterpoint数据，预计2024年中国折叠屏手机出货量将达到910万部，同比增长2%。
平安证券认为，当前消费电子有所回暖，半导体国产化进程持续推进，此外，AI带来的算力产业链也将持续受益，半导体行业当前已处于复苏阶段，消费电子回暖，将推动半导体新一轮上升周期，看好行情复苏及AI算力产业链两条主线。
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