港股异动 | 芯片股早盘回暖 全球半导体月度销售额创历史新高 半导体国产替代加速推进

智通财经
25 Oct 2024

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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