中芯国际(00981)今日盘中大幅拉升，涨幅达到5.06%，引发市场关注。
消息面上，全球半导体设备景气周期迎来多重验证。SEMI预计2026年全球半导体制造设备销售额将创下1659亿美元的历史新高，同比增长23.2%；台积电上修全年资本开支至600亿至640亿美元，幅度达15%；ASML业绩全面超预期，年内第二次上调全年目标。此外，全球半导体设备零部件正经历一轮罕见的全链条涨价潮，行业量价齐升逻辑进一步强化，带动晶圆代工板块估值修复。
与此同时，手机产业板块今日整体走强，花旗研究报告指出iPhone 18下半年生产计划依然强劲，供应链灵活性受限，记忆体成本上升等因素亦对晶圆代工需求形成支撑，中芯国际作为国内主要晶圆代工企业直接受益于行业景气度回升。
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