金吾财讯 | 芯片股盘初向好，截至发稿，ASMPT(00522)涨3.55%，华虹半导体(01347)涨2.73%，中芯国际(00981)涨2.19%，上海复旦(01385)涨1.43%，地平线机器人(09660)涨1.06%。消息面上，平安证券发表半导体行业报告，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1,778亿美元，按年升26%，按季上升8.5%。展望全年，预计2024年半导体市场全年收入有望较2023年增长24%。该行认为认为当前消费电子-半导体有所回暖，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-半导体回暖，将推动半导体新一轮上升周期，看好行情复苏及AI算力产业链两条主线。
国泰君安表示，国泰君安表示，中国商务部将28家美国实体纳入清单，管制两用物项对美出口。中美在科技、军工等领域的贸易摩擦持续加剧。半导体国产化势在必行，先进制程重要性提升。美国2024年芯片出口禁令对我国先进制程领域进行了精准限制。先进制程在提升芯片性能、降低功耗方面表现出色，尤其适用于AI计算芯片、高速率通信芯片、手机/电脑CPU等，海外高端芯片已达到3nm制程，先进制程需求旺盛。目前，先进制程是我国高端芯片卡脖子环节之一，7nm及以下制程工艺依然与国际先进水平存在差距。中芯国际作为中国大陆技术最先进、规模最大、配套服务最完善的专业晶圆代工企业，先进制程产线布局领先，有望深度受益于自主可控，予以推荐。
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