金吾财讯 | 芯片股震荡走强，截至发稿，中芯国际(00981)涨5.40%，华虹半导体(01347)涨3.74%，晶门半导体(02878)涨2.22%，上海复旦(01385)涨1.86%。消息面上，中银国际发布研报称，展望2025年，中国半导体的增长将基于2024年的水平实现均值回归。但得益于人工智能和国内半导体供应链的崛起，该行业仍有望在2025年取得优异的市场表现。对于晶圆代工厂来说，受限于经济的不确定性和成熟制程的产能过剩，企业产品单价和利润率的恢复可能慢于营收增长。该行认为，2025年中国晶圆代工厂的核心驱动力在于潜在的政府刺激计划以及更多中国半导体产业的政策支持细节。平安证券认为当前消费电子-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。
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