金吾财讯 | 芯片股再度走强，截至发稿，中芯国际(00981)涨6.36%，华虹半导体(01347)涨4.62%，宏光半导体(06908)涨3.7%，晶门半导体(02878)涨3.33%，上海复旦(01385)涨1.99%。消息面上，国际半导体产业协会(SEMI)估计，2025年全球半导体产能将增加6.6%，达到每月3360万片晶圆规模。因应运算需求不断增长，7nm以下先进制程产能将达到月产220万片，年增16%。据美国半导体行业协会 (SIA) 数据，2024年11月全球半导体销售额达到578亿美元，同比增长20.7%，环比增长1.6%。
据悉，美国拜登政府计划在卸任前对英伟达等公司的人工智能芯片出口实施新一轮限制。知情人士说，新的规定将对芯片交易设置三层限制，可能最快于周五发布。
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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