智通财经APP获悉，芯片股早盘回暖，截至发稿，晶门半导体(02878)涨5.36%，报0.59港元；华虹半导体(01347)涨2.92%，报22.9港元；中芯国际(00981)涨2.81%，报29.3港元；上海复旦(01385)涨0.61%，报16.5港元。
消息面上，根据美国半导体行业协会数据，2024年8月全球半导体销售额531.2亿美元，同比增长20.6%，环比增长3.5%，全球半导体市场月度销售额创下历史新高；根据 WSTS 的预测，上调预测 2024 年全球半导体市场销售额同比增长 16%，预计 2025 年将同比增长 12.5%。国内半导体2024年8月销售额为154.8亿美元，同比增长19.2%，环比增长1.7%。
中原证券指出，目前全球半导体月度销售额创下历史新高，并继续同比增长；苹果、华为、Meta 等厂商陆续发布消费电子新产品，消费电子新品进入密集发布期；OpenAI 发布全新 o1 系列大模型，AI 大模型持续迭代；海外不断加大对半导体出口管制，半导体国产替代加速推进；建议关注芯片设计、先进制造、先进封装、半导体设备及零部件、AI 算力产业链、AI 终端产业链等方向。
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