智通财经APP获悉，芯片股早盘集体走高，截至发稿，中芯国际(00981)涨7.2%，报31.3港元；晶门半导体(02878)涨5.26%，报0.5港元；华虹半导体(01347)涨4.96%，报22.2港元；宏光半导体(06908)涨3.39%，报0.61港元。
消息面上，近日，国际半导体产业协会（SEMI）再次调高2024年全球芯片设备销售额预测值，预估2024年全球芯片设备（新品）销售额将增长6.5%至1130亿美元，其背后的理由就是中国内地与AI相关领域的投资超乎预期。
展望2025年，平安证券认为，一方面，半导体行业作为信息技术产业的基石，对于国家安全和经济发展具有举足轻重的意义，国产化将成为我国半导体市场长期的主旋律；另一方面，智能手机进入存量博弈阶段，折叠屏产品、AI手机、AI PC及AI眼镜等产品正在兴起，有望给产业链带来新的发展机遇，国产化主线将从纯估值驱动逐步转向业绩估值双升的戴维斯双击板块。
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