智通财经APP获悉，半导体股盘中拉升走高，截至发稿，宏光半导体(06908)涨7.55%，报0.57港元；中芯国际(00981)涨3.4%，报27.35港元；晶门半导体(02878)涨1.02%，报0.495港元；上海复旦(01385)涨0.55%，报14.7港元。
天风证券指出，半导体国产替代需求迫切、市场空间较大、以及外部（国际政治不稳定性）和内部（大厂扩产，政策助推等）潜在催化对板块带来的催化。该行判断国产半导体设备、材料、EDA/IP国产替代有望持续加速，板块投资机会值得重视。中芯华虹发布3Q24财报，产能利用率改善，四季度指引稳中有升，预示行业或将进入旺季。
东莞证券表示，2024年以来，在AI创新与国产替代双重驱动下，半导体行业景气度持续回升，板块业绩同比增长。展望2025年，继续看好AI创新与国产替代两条主线，一方面，关注AI带来的半导体硬件增量机遇，以算力芯片、存储、先进封装为代表；另一方面，关注外部限制之下半导体设备、智能手机核心零部件的国产替代进程。
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