金吾财讯 | 芯片股逆市走强，截至发稿，地平线机器人(09660)涨2.93%，先思行(00595)涨2.30%，中芯国际(00981)涨2.11%，ASMPT(00522)涨1.98%，贝克微(02149)涨1.36%，华虹半导体(01347)涨1.31%。消息面上，华福证券认为，2024年全球半导体设备市场规模同比增长10%，达1171亿美元年度销售额历史新高。国内作为最大半导体设备市场，投资同比增长35%，达到496亿美元。“本土半导体设备商和材料企业已经覆盖了丰富的产品线，技术先进性持续提升，本土化替代有望加速。”日前，华泰证券研报指出，模拟芯片多采用IDM模式，前十大模拟芯片公司中半数为美国公司。当前模拟国产化率约为20%水位，国产替代空间较大，当前行业汽车、工业等客户需求逐步回暖，行业进入并购整合阶段，竞争格局优化，国产化有望加速。
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