半导体股今日普遍走高,其中中芯国际(00981)盘中一度大涨5.07%,引发市场关注。
分析人士指出,全球AI需求持续旺盛是中芯国际等半导体股上涨的主因。据市场调查机构预测,受人工智能需求激增推动,2024年全球半导体收入或将同比大涨19%至6210亿美元。
此外,投资银行对本土半导体行业发展前景持乐观态度,继续看好中芯国际等龙头企业的投资机会。市场预计,随着国产半导体产业链日臻成熟,中芯国际等本土企业将进一步受益于庞大的国内市场需求。
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