智通财经APP获悉，部分半导体股拉升转涨，截至发稿，上海复旦(01385)涨4.28%，报23.15港元；中芯国际(00981)涨3.55%，报56.95港元；华虹半导体(01347)涨2.55%，报42.5港元；晶门半导体(02878)涨1.61%，报0.63港元。
消息面上，市场调查机构CounterPoint Research报告指出，受AI需求激增推动，2024年全球半导体收入预估达到6210亿美元，同比增长19%。国泰君安研究认为，AI竞赛加剧，产业加速发展，而芯片制造目前是中国AI产业主要瓶颈，有望随着产业链成熟逐步突破。半导体制造、封测环节的企业有望受益于巨大的国产市场需求，建议增持中芯国际、华虹半导体等。天风证券此前指出，半导体自主可控需求迫切，持续看好本土半导体设备材料/EDA/IP等领域的投资机会。
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