中芯国际(00981.HK)今日盘中股价大涨8.26%,引发市场广泛关注。消息面上,半导体行业有望迎来新的发展机遇。
随着全球对人工智能和高性能计算需求持续增长,国际数据公司(IDC)预计2025年全球半导体市场将增长超过15%。此外,特朗普政府可能对进口汽车和芯片征收高关税,有望为国内半导体企业的发展带来新的机遇。
分析人士表示,在内需爆发和地缘政治影响下,国内半导体产业链相关企业将获得更多市场验证机会,迎来良性发展循环。与此同时,北水资金大举增持半导体股票,其中中芯国际也获得较大资金增持,推动股价大涨。
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