智通财经APP获悉，半导体股持续走高，截至发稿，上海复旦(01385)涨12.03%，报19港元；华虹半导体(01347)涨6.17%，报27.55港元；晶门半导体(02878)涨5.66%，报0.56港元；中芯国际(00981)涨4.64%，报47.4港元。
消息面上，SIA半导体行业协会数据显示，2024年全球实现6276亿美元的半导体销售额，这一水平较2023年增长19.1%，也是首度突破六千亿美元大关。SIA认为今年全球半导体销售额将再度录得两位数百分比的增长。此外，中芯国际日前发布2024年第四季度业绩。里昂认为，中芯国际上季业绩远胜预期，营收处于指引目标的上限，而毛利率则好过指引目标。中芯国际一季度指引为：销售收入环比增长6-8%，毛利率预计在19%-21%之间。
天风证券表示，长期来看，外部地缘政治影响带来的不确定性有望加快中国大陆半导体产业链国产替代的步伐。国信证券认为，通过与DeepSeek等国产大模型的适配，国内全功能GPU对复杂AI任务的支持能力将得到验证和优化，有助于国内AI全产业链发展，继续推荐相关半导体公司中芯国际等。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.