金吾财讯 | 芯片股再度走强，截至发稿，晶门半导体(02878)涨7.07%，华虹半导体(01347)涨5.74%，中芯国际(00981)涨3.56%，上海复旦(01385)涨2.74%，地平线机器人(09660)涨2.22%。消息面上，1月17日，国家人工智能产业投资基金合伙企业(有限合伙)成立，出资额为600.6亿元。该企业由国家集成电路产业投资基金三期股份有限公司、国智投(上海)私募基金管理有限公司共同出资。华鑫证券认为，算力芯片和存储芯片将成为产业链上的关键节点，此次国家大基金三期除了对半导体设备、材料等的持续投资之外，更有可能将HBM芯片等作为重点投资方向。东莞证券发研报指，半导体材料位于半导体产业链上游，对产业发展起到重要支撑作用。受益下游晶圆厂产能扩张、先进工艺制程占比提升与关键材料国产替代加速，国内半导体材料各细分环节有望迎来良好发展机遇。建议关注半导体硅片、光刻胶、CMP抛光垫、抛光液与溅射靶材等细分环节。
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