港股詳情

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晶門半導體

0.385

+0.0051.32%

成交量：123.40萬

成交額：47.16萬

市值：9.62億

市盈率：12.12

高：0.385

開：0.380

低：0.375

收：0.380

資料載入中...

總覽公司新聞公告

【公司盈警】晶門半導體(02878)料去年股東應佔綜合溢利同比減少至多53.6%

《盈警》晶門半導體(02878.HK)料去年溢利跌最多53.6%

阿斯达克财经

晶門半導體01月24日獲主力加倉106萬元

芯片股再度走強華虹半導體(01347)漲5.74% 機構指國產替代加速推動行業發展

晶門半導體(02878)股價上升9.091%，現價港幣$0.54

阿斯达克财经

港股半導體板塊走強，華虹半導體(01347.HK)漲超5%，中芯國際(00981.HK)漲超4%，宏光半導體(06908

港股異動 | 芯片股延續近期漲勢國產替代仍為長期趨勢機構稱成熟製程價格有望回升

晶門半導體盤中異動快速拉昇5.05%報0.520港元

晶門半導體盤中異動早盤快速拉昇5.15%報0.510港元

港股異動 | 芯片股延續近期漲勢大基金三期聯手上海國資發力AI產業半導體國產替代仍為長期趨勢

晶門半導體(02878)上漲5.15%，報0.51元/股

晶門半導體盤中異動大幅上漲5.15%

港股異動 | 半導體股早盤走高中芯國際(00981)漲超3% 華虹半導體(01347)漲超2%

芯片股延續升勢宏光半導體(06908)漲6.25% 台積電一季度業績指引超市場預期

港股異動 | 芯片股延續近期漲勢海外半導體管制措施密集出臺持續倒逼芯片產業鏈國產替代

晶門半導體盤中異動早盤股價大漲6.25%

港股半導體板塊走強，華虹半導體(01347.HK)漲超5%，中芯國際(00981.HK)漲4.5%，晶門半導體(0287

芯片股早盤延續近期漲勢中芯國際漲逾6%晶門半導體漲逾3%

半導體股升勢強勁中芯國際(00981)漲6.27% 機構指美國製裁措施將倒逼國產AI算力芯片和先進製程的發展

港股異動 | 芯片股延續近期漲勢美國高端AI芯片出口受限有望推動AI芯片國產替代進程

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晶门半导体(02878)公布，集团预期截至2024年12月31日止年度将录得未经审核股东应占综合溢利约900万美元至1000万美元，较截至2023年12月31日止年度约1940万美元减少约53.6%至48.5%。未经审核股东应占综合溢利于2024年减少之主要原因为(i)集团产品平均售价及总付运量下降。付运量下跌乃主要由于最新一代产品延迟推出；(ii)年内新产品开发的研究及开发成本增加；及(iii)销售及分销开支增加，其乃由于本年度进行更多市场推广工作，以宣传集团于2024年推出的新产品及2025年的潜在新产品。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/NjM0MjIyYjU0Mjc1NmY0ZmZkYzFjMzM4MDk2MjY3MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NjM0MjIyYjU0Mjc1NmY0ZmZkYzFjMzM4MDk2MjY3MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952179","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1163","02878"],"gpt_icon":0},{"id":"2505334738","title":"《盈警》晶門半導體(02878.HK)料去年溢利跌最多53.6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2505334738","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505334738?lang=zh_tw&edition=fundamental","pubTime":"2025-01-24 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16:16","pubTimestamp":1737706583,"startTime":"0","endTime":"0","summary":"01月24日, 晶门半导体股价涨3.92%，报收0.53元，成交金额337万元，换手率0.26%，振幅5.88%，量比0.66。晶门半导体今日主力资金净流入106万元，上一交易日主力净流入20万元。该股近5个交易日上涨3.92%，主力资金累计净流入236万元；近20日主力资金累计净流入379万元，其中净流入天数为8日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250124161659a22dee8d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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涨7.07%，华虹半导体涨5.74%，中芯国际涨3.56%，上海复旦涨2.74%，地平线机器人涨2.22%。该企业由国家集成电路产业投资基金三期股份有限公司、国智投(上海)私募基金管理有限公司共同出资。受益下游晶圆厂产能扩张、先进工艺制程占比提升与关键材料国产替代加速，国内半导体材料各细分环节有望迎来良好发展机遇。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1952035","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["159813","LU0320764599.SGD","LU0708995583.HKD","01347","BK1163","02878","01385","BK1526","BK1589","BK1610","LU0052750758.USD","BK1607","BK1109","IE0034224299.USD","SG9999006597.SGD"],"gpt_icon":1},{"id":"2505038412","title":"晶門半導體(02878)股價上升9.091%，現價港幣$0.54","url":"https://stock-news.laohu8.com/highlight/detail?id=2505038412","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505038412?lang=zh_tw&edition=fundamental","pubTime":"2025-01-23 10:05","pubTimestamp":1737597900,"startTime":"0","endTime":"0","summary":"[上升股]晶门半导体(02878) 股价在上午10:05比前收市价上升9.091%，现股价为港币$0.54。至目前为止，今日最高价为$0.54，而最低价为$0.495。总成交量为498.6万股，总成交金额为港币$260.475万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190212132919673_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190212132919673_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2501231495/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1163","02878"],"gpt_icon":0},{"id":"2505087799","title":"港股半導體板塊走強，華虹半導體(01347.HK)漲超5%，中芯國際(00981.HK)漲超4%，宏光半導體(06908","url":"https://stock-news.laohu8.com/highlight/detail?id=2505087799","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505087799?lang=zh_tw&edition=fundamental","pubTime":"2025-01-23 09:51","pubTimestamp":1737597117,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["BK0214","HSTECH","BK1607","07226","BK1610","LU0708995583.HKD","LU1064131003.USD","06908","159582","HSCEI","LU1064130708.USD","YANG","BK1589","SG9999006597.SGD","688981","01347","BK1163","LU0052750758.USD","SGXZ81163826.USD","LU2148510915.USD","LU0320764599.SGD","00981","SGXZ49509284.SGD","IE0034224299.USD","BK1526","02878"],"gpt_icon":0},{"id":"2505080974","title":"港股異動 | 芯片股延續近期漲勢 國產替代仍為長期趨勢 機構稱成熟製程價格有望回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2505080974","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505080974?lang=zh_tw&edition=fundamental","pubTime":"2025-01-23 09:51","pubTimestamp":1737597110,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，芯片股延续近期涨势，截至发稿，华虹半导体(01347)涨5.74%，报24.85港元；晶门半导体(02878)涨5.05%，报0.52港元；中芯国际(00981)涨3.92%，报43.75港元；上海复旦(01385)涨2.61%，报15.74港元。天风证券指出，美国新总统就职后，对华半导体政策的变化值得关注。外部地缘政治对我国半导体的限制有望持续加速本土产业链的发展，国产替代或将成为长期趋势，人工智能/先进制程等前沿科技领域的国产替代较为迫切，本土产业链的发展机会较大。此外，成熟制程芯片包含模拟/功率/MCU，随着调查的落地与进行，进一步带动国产占比，价格也有望稳步回升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1242316.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02878","LU0320764599.SGD","IE0034224299.USD","LU0052750758.USD","159813","BK1610","LU0708995583.HKD","BK1589","01385","01347","BK1163","SG9999006597.SGD","00981","BK1526","BK1607"],"gpt_icon":0},{"id":"2505080939","title":"晶門半導體盤中異動 快速拉昇5.05%報0.520港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2505080939","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505080939?lang=zh_tw&edition=fundamental","pubTime":"2025-01-23 09:38","pubTimestamp":1737596302,"startTime":"0","endTime":"0","summary":"2025年01月23日早盘09时38分，晶门半导体股票出现异动，股价急速拉升5.05%。截至发稿，该股报0.520港元/股，成交量91.6万股，换手率0.04%，振幅5.05%。资金方面，该股资金流入44.36万港元，流出2.24万港元。晶门半导体股票所在的半导体行业中，整体涨幅为0.74%。其相关个股中，华虹半导体、中芯国际、晶门半导体涨幅较大，振幅较大的相关个股有华虹半导体、晶门半导体、上海复旦，振幅分别为3.40%、3.03%、2.61%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123093822986fed30&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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11:15","pubTimestamp":1737429339,"startTime":"0","endTime":"0","summary":"2025年01月21日早盘11时15分，晶门半导体股票出现波动，股价急速拉升5.15%。截至发稿，该股报0.510港元/股，成交量499.2万股，换手率0.20%，振幅4.12%。资金方面，该股资金流入186.529万港元，流出60.636万港元。晶门半导体股票所在的半导体行业中，整体涨幅为1.76%。其相关个股中，中芯国际、宏光半导体、顺泰控股涨幅较大，振幅较大的相关个股有美佳音控股、中芯国际、宏光半导体，振幅分别为20.25%、6.73%、6.25%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250121111539abb292ac&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250121111539abb292ac&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["02878","BK1163"],"gpt_icon":0},{"id":"2505764269","title":"港股異動 | 芯片股延續近期漲勢 大基金三期聯手上海國資發力AI產業 半導體國產替代仍為長期趨勢","url":"https://stock-news.laohu8.com/highlight/detail?id=2505764269","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2505764269?lang=zh_tw&edition=fundamental","pubTime":"2025-01-21 09:52","pubTimestamp":1737424339,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，芯片股延续近期涨势，截至发稿，中芯国际涨3.68%，报40.85港元；宏光半导体涨3.13%，报0.66港元；晶门半导体涨3.09%，报0.5港元；上海复旦涨0.54%，报15港元。该企业由国家集成电路产业投资基金三期股份有限公司、国智投(上海)私募基金管理有限公司共同出资。华鑫证券认为，算力芯片和存储芯片将成为产业链上的关键节点，此次国家大基金三期除了对半导体设备、材料等的持续投资之外，更有可能将HBM芯片等作为重点投资方向。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1240862.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1163","00981","01385","06908","02878","159582","BK1607","BK1610","159813","BK1526"],"gpt_icon":1},{"id":"2504903787","title":"晶門半導體(02878)上漲5.15%，報0.51元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2504903787","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504903787?lang=zh_tw&edition=fundamental","pubTime":"2025-01-17 11:27","pubTimestamp":1737084472,"startTime":"0","endTime":"0","summary":"1月17日，晶门半导体(02878)盘中上涨5.15%，截至11:27，报0.51元/股，成交224.29万元。晶门半导体有限公司是一家无晶圆厂半导体集团，专注设计、开发和销售显示器集成电路（IC）及系统解决方案，广泛应用于智能手机、可穿戴设备、电子货架标签等智能产品和工业设备。公司凭借核心技术与全球销售网络，成为全球领先的显示IC供应商，为众多知名品牌提供高集成度和多元化的显示技术解决方案。截至2024年中报，晶门半导体营业总收入4.41亿元、净利润5324.43万元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/01/17112747542902.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK1163","02878"],"gpt_icon":0},{"id":"2504048039","title":"晶門半導體盤中異動 大幅上漲5.15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2504048039","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504048039?lang=zh_tw&edition=fundamental","pubTime":"2025-01-17 11:27","pubTimestamp":1737084472,"startTime":"0","endTime":"0","summary":"2025年01月17日早盘11时27分，晶门半导体股票出现波动，股价大幅拉升5.15%。截至发稿，该股报0.510港元/股，成交量451.6万股，换手率0.18%，振幅5.15%。机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。晶门半导体股票所在的半导体行业中，整体涨幅为1.84%。其相关个股中，中芯国际、脑洞科技、华虹半导体涨幅较大，振幅较大的相关个股有英诺赛科、中芯国际、顺泰控股，振幅分别为9.99%、8.33%、8.13%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117112752abadff42&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250117112752abadff42&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1163","02878"],"gpt_icon":0},{"id":"2504397483","title":"港股異動 | 半導體股早盤走高 中芯國際(00981)漲超3% 華虹半導體(01347)漲超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2504397483","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2504397483?lang=zh_tw&edition=fundamental","pubTime":"2025-01-17 09:58","pubTimestamp":1737079083,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，半导体股早盘走高，截至发稿，中芯国际涨3.61%，报37.3港元；晶门半导体涨3.09%，报0.5港元；华虹半导体涨2.58%，报23.85港元；上海复旦涨0.84%，报14.44港元。中国国内产业的担忧是正常的，也有权提出贸易救济调查申请。对于国内产业的申请及诉求，调查机关将按照中国相关法律法规，遵循世贸组织规则进行审查，并将依法启动调查。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1239138.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0708995583.HKD","LU1064131003.USD","00981","SGXZ81163826.USD","BK1610","688981","159582","LU1064130708.USD","SGXZ49509284.SGD","BK1607","SG9999006597.SGD","LU2148510915.USD","01347","BK1163","01385","BK1589","LU0052750758.USD","LU0320764599.SGD","IE0034224299.USD","BK0214","BK1526","02878"],"gpt_icon":0},{"id":"2503539959","title":"芯片股延續升勢 宏光半導體(06908)漲6.25% 台積電一季度業績指引超市場預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2503539959","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503539959?lang=zh_tw&edition=fundamental","pubTime":"2025-01-16 14:44","pubTimestamp":1737009858,"startTime":"0","endTime":"0","summary":"金吾财讯 | 芯片股延续升势，宏光半导体 涨6.25%，华虹半导体涨4.92%，贝克微涨2.09%，晶门半导体涨2.08%，上海复旦涨近1%。台积电公布去年第四季度业绩，净利润录得3746.8亿新台币，同比增长56.96%，每股收益为14.45新台币，去年同期为9.21新台币；营收录得8684.61亿新台币，同比增长38.84%。台积电预计今年人工智能需求将继续强劲增长。台积电预计第一季度销售额250亿美元至258亿美元，市场预估244.3亿美元。预计2025年资本支出380亿美元至420亿美元，预估351.5亿美元。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/NmNiNTg2NTUyNjE5NjAwNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1951581","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0052750758.USD","LU2506951792.HKD","TWmain","LU2458330243.SGD","LU2491049909.HKD","LU1803068979.SGD","LU1989764748.USD","03145","BK4548","IE00BQXX3D17.EUR","IE0004445239.USD","LU0823414551.USD","IE0034224299.USD","LU2087625088.SGD","LU2237443622.USD","LU0488056044.USD","01347","02149","LU0889565833.HKD","LU2125154935.USD","BK4550","LU1211504680.USD","06908","SG9999006597.SGD","LU0541501648.USD","IE0004086264.USD","BK4591","BK4505","LU0348723411.USD","LU0320764599.SGD","BK1589","LU0823421333.USD","BK4527","SG9999004220.SGD","LU0792757196.USD","LU1852331112.SGD","IE00BHPRN162.USD","TSM","IE00BYQQ9H92.USD","02878","LU2357125470.USD","LU2491050071.SGD","LU1868837565.USD","01385","159813","IE00B5TLWC47.USD","BK4534","LU2237443382.USD","EWT","LU1868837722.USD"],"gpt_icon":0},{"id":"2503986377","title":"港股異動 | 芯片股延續近期漲勢 海外半導體管制措施密集出臺 持續倒逼芯片產業鏈國產替代","url":"https://stock-news.laohu8.com/highlight/detail?id=2503986377","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2503986377?lang=zh_tw&edition=fundamental","pubTime":"2025-01-16 09:50","pubTimestamp":1736992217,"startTime":"0","endTime":"0","summary":"中信证券发布研报称，美国限制持续倒逼AI算力和先进制程的国产替代，中信证券测算国内AI算力芯片的市场空间约为300亿美元，持续推荐相关国产晶圆代工、算力芯片设计、半导体设备、先进封装产业链。此外，美国政府此次公布的对华出口管制，也将倒逼我国AI相关领域软硬件产品自主可控加快发展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1238431.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SG9999006597.SGD","159582","BK1163","LU0052750758.USD","01385","BK1607","LU0320764599.SGD","00981","159310","159813","BK1589","BK1610","LU0708995583.HKD","IE0034224299.USD","BK1526","01347","02878"],"gpt_icon":1},{"id":"2503934841","title":"晶門半導體盤中異動 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