智通财经APP获悉，晶门半导体(02878)早盘涨近23%，截至发稿，涨18.75%，报0.57港元，成交额1791.43万港元。
国金证券表示，展望2025年，AI应用和自主可控将持续驱动半导体周期上行。生成式AI催生的应用有望成为AI浪潮的主流，AI手机、AIPC等终端需求的升级和创新将带动对芯片的需求，从而推动整个半导体市场规模持续增大。民生证券则指出，半导体的核心成长逻辑来自国产化。
值得注意的是，晶门半导体此前公布，预期截至去年12月底的年度纯利约900万美元至1,000万美元，同比减少约53.6%至48.5%。主要因为集团产品平均售价及总付运量下降。付运量下跌主要由于最新一代产品延迟推出；年内新产品开发的研究及开发成本增加；及销售及分销开支增加。
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