智通财经APP获悉，半导体股普遍回暖，截至发稿，贝克微(02149)涨4.71%，报27.8港元；上海复旦(01385)涨2.94%，报16.82港元。宏光半导体(06908)涨2.5%，报0.82港元；中芯国际(00981)涨1.88%，报27.1港元。
消息面上，多家半导体设备企业三季报呈现稳增态势，其中，中微公司第三季度实现营业收入20.59亿元，同比增长35.96%；归母净利润为3.96亿元，同比增长约152.63%。值得一提的是，台积电将提高5nm以下工艺报价最高10%，2nm价格或超3万美元。分析人士指出，作为全球最大的芯片代工厂，台积电“超预期”涨价可能预示着全球半导体产业链的需求仍非常旺盛。
天风证券指出，短期来看下半年进入传统旺季，受益于新款旗舰手机发布、双十一等消费节等因素影响预计行业终端销售额环比持续增长，该行认为应该提高对需求端创新的敏锐度，优先被消费者接受的AI终端，有望成为新的爆款应用，长期来看天风电子团队已覆盖的半导体蓝筹股当前已经处于估值的较低水位，经营上持续优化迭代的公司在下一轮周期高点有望取得更好的市场份额和盈利水平。
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