金吾财讯 | 半导体板块走强，康特隆(01912)涨4.94%，中芯国际(00981)涨4.87%，贝克微(02149)涨3.41%，华虹半导体(01347)涨2.30%，晶门半导体(02878)涨2.08%，英诺赛科(02577)涨1.10%，上海复旦(01385)涨1.08%。美国银行报告指出，根据对约80家公司的库存/销售趋势分析，2024年第四季度半导体(不包括存储器)库存天数环比增加8天至116天，较5年历史中位数(94天)高出22天。这一数字相比2023年第四季度高出23天的水平略有改善，表明行业库存正常化进程正在缓慢而稳定地进行。海通证券此前报告指出，认为部分半导体企业的估值已经处于历史低位，存在一定的投资机会。对于那些具有核心技术竞争力、在新兴领域有布局的企业，尽管短期业绩可能受到行业周期的影响，但从长期来看具有较大的成长潜力。投资者可以关注在模拟芯片、FPGA（现场可编程门阵列）等领域具有一定优势的企业。
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