智通财经APP获悉，半导体股涨幅居前，截至发稿，宏光半导体(06908)涨6.25%，报0.85港元；中芯国际(00981)涨4.26%，报26.95港元；上海复旦(01385)涨3.68%，报16.36港元；华虹半导体(01347)涨3.33%，报21.75港元。
消息面上，受益于市场需求回暖、国产化加速、终端创新赋能等，半导体行业三季度业绩表现亮眼，多家公司经营业绩实现高增长。据华福证券，2024年前三季度，半导体行业相关上市公司的营业总收入为3776.91亿元，同比增长22.84%；归母净利润为257.31亿元，同比增长42.58%。三季度单季营业收入为1371.48亿元，同比增长20.88%，环比增长6.09%；归母净利润为97.38亿元，同比增长46.73%。另外值得注意的是，华虹半导体、中芯国际将于本周四公布最新业绩。
东海证券表示，华为正式发布原生鸿蒙与nova 13系列，荣耀发布Magic OS 9.0，AI与消费电子产业链持续催化。国信证券指出，宏观事件密集周，半导体细分龙头仍是配置主线。半导体在近2年的下行周期里完成了较为充分的去库存和供给侧出清，如今在AI算力需求的边际拉动下、在新一轮终端AI化的创新预期中，行业正迎来具备较强持续性的上行周期。
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