【港股异动丨半导体股普涨,中芯国际涨超4%,华虹半导体涨3%】港股半导体股持续活跃,其中,龙头中芯国际涨超4%领衔,晶门半导体涨3.7%,华虹半导体涨3%,上海复旦涨超2%。 消息上,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。另外,日前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。

金融界
17 Feb
港股半导体股持续活跃,其中,龙头中芯国际涨超4%领衔,晶门半导体涨3.7%,华虹半导体涨3%,上海复旦涨超2%。 消息上,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。另外,日前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。

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