智通财经APP获悉，半导体股涨幅居前，截至发稿，康特隆(01912)涨9.02%，报0.145港元；宏光半导体(06908)涨7.32%，报0.88港元；中芯国际(00981)涨3.72%，报29.3港元；上海复旦(01385)涨1.74%，报17.5港元；华虹半导体(01347)涨1.72%，报23.6港元。
消息面上，11月7日，两大晶圆代工厂中芯国际、华虹半导体发布亮眼的三季度业绩。其中，中芯国际第三季度收入首次站上单季20亿美元台阶，创历史新高；华虹半导体三季度利润4482万美元，同比增长222.6%，环比增长571.6%。两家公司均预期第四季度收入或将进一步走高。
国信证券指出，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。华福证券表示，半导体产业链关键环节国产化落地已然进入攻坚期和深水区，国内厂商自主可控进程加速推进。
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