智通财经APP获悉，芯片股涨幅居前，截至发稿，ASMPT(00522)涨5.05%，报76.95港元；华虹半导体(01347)涨3.11%，报1.66港元；中芯国际(00981)涨2.36%，报30.35港元；上海复旦(01385)涨1.14%，报14.2港元。
消息面上，根据Omdia数据，得益于人工智能的强劲需求，2024年第三季度全球半导体市场收入达1778亿美元，同比增长26%，环比增长8.5%。展望全年，预计2024年半导体市场全年收入有望增长24%；根据Canalys数据，2024年第三季度中国大陆云基础设施服务支出达到102亿美元，同比增长11%；根据Counterpoint数据，预计2024年中国折叠屏手机出货量将达到910万部，同比增长2%。
平安证券认为，当前消费电子有所回暖，半导体国产化进程持续推进，此外，AI带来的算力产业链也将持续受益，半导体行业当前已处于复苏阶段，消费电子回暖，将推动半导体新一轮上升周期。国泰君安则指出，中国商务部将28家美国实体纳入清单，中美在科技、军工等领域摩擦持续加剧。美对华制裁将加速半导体国产化进程，先进制程重要性提升。
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