金吾财讯 | 半导体股升势强劲，中芯国际(00981)涨6.27%，宏光半导体(06908)涨4.69%，晶门半导体(02878)涨4.21%，华虹半导体(01347)涨3.13%，上海复旦(01385)涨1.41%。中信证券表示，美国的制裁措施将倒逼国产AI算力芯片和先进制程的发展，推动国内半导体产业链的进步。建议关注晶圆代工、算力芯片设计、国产设备及零部件、先进封装四大方向。
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