金吾财讯 | 半导体板块午后拉升，截至发稿，康特隆(01912)涨7.5%，贝克微(02149)涨4.71%，上海复旦(01385)涨3.55%，中芯国际(00981)涨1.88%，华虹半导体(01347)涨1.85%。消息面上，日前，根据《广东省加快推动光芯片产业创新发展行动方案(2024—2030年)》，提出力争到2030年，把光芯片培育形成广东新的千亿级产业集群。根据YOLE的数据，2029年，光模块市场整体将会达到224亿，光模块需求放量将推动光电芯片需求量成倍增长。随着政策支持与资本投入推动国产化进程，半导体芯片产业市场规模不断扩大。未来，AI芯片、自动驾驶技术及政府投资将进一步刺激市场需求，预计市场将持续增长。中信建投认为，当前时点全球流动性正式迎来宽松周期，利好科技股表现。四季度还将迎美国大选落地、国内重要会议等催化。目前情绪底、估值底均渐近，若政策底进一步确认，则将形成共振反攻信号。交银国际日前表示，下游硬件应用以及半导体需求复苏稳健，但对于不同领域的复苏则表现分化：智能手机库存持续降低，供需日趋平衡，且内地企业市场份额在上半年有所增加；服务器及个人电脑则受益于人工智能网上需求影响，景气度在今年上半年进一步回暖；而通信设备以及汽车及工业的库存水平则依然处于4年来的高位，行业或还在周期底部。
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