金吾财讯 | 半导体股普遍走低，中芯国际(00981)跌3.51%，上海复旦(01385)跌2.76%，华虹半导体(01347)跌2.36%，中电华大科技(00085)跌2.33%，晶门半导体(02878)跌2.06%。中信证券表示，全球半导体&硬件基本面预计在2024Q4~2025Q1继续维持弱势，并自2025Q2开始恢复上行。和2024年类似，GenAI有望继续成为核心驱动力，但产业机会预计将围绕英伟达持续扩散。
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