金吾财讯 | 芯片股尾盘走强，上海复旦(01385)涨8.31%，宏光半导体(06908)涨5.77%，华虹半导体(01347)涨5.3%，中芯国际(00981)涨4.46%。消息面上，美国商会21日向会员发电子邮件称，拜登政府最早将于本周公布新的对华出口限制。国泰君安指出，美系厂商主导的刻蚀、沉积、量检测、离子注入等主要前道设备进口或进一步受阻，倒逼国产设备加速替代。此外，作为提升芯片性能的另一利器，先进封装扩产有望提速。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。
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