金吾财讯 | 半导体股升势强劲，康特隆(01912)涨77.78%，宏光半导体(06908)涨43.75%，晶门半导体(02878)涨31.88%，中电华大科技(00085)涨21.47%，上海复旦(01385)涨12.25%，中芯国际(00981)涨12.25%，华虹半导体(01347)涨7.5%。
消息面上，有消息传中国最近开始敦促企业购买本土生产的人工智能芯片而非英伟达产品，希望帮助中国本土AI芯片制造商获得更多市占率，同时步亦让当地科技公司对美国可能实施的额外限制做好准备。
华泰证券表示，9月15日至10月4日，港股半导体制造板块总市值上涨77.2%。在消费电子需求保持复苏的态势下，国内晶圆代工龙头产能利用率有望保持复苏趋势，业绩有望持续向好。在基本面触底后稳健回升的支撑下，该行看好后续港股半导体制造板块估值修复持续性。
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