港股异动 | 半导体股拉升走高，华虹半导体涨超8%
7月24日，港股半导体股盘中拉升走高，华虹半导体涨超8%，中芯国际涨超5%，上海复旦涨近5%。
消息面上，SEMI在报告中指出，2025年全球原始设备制造商（OEM）的半导体制造设备总销售额预计将创下1255亿美元的新纪录，同比增长7.4%。
天风证券认为，综合来看2025年，全球半导体增长延续乐观增长走势，2025年AI驱下游增长。同时，政策对供应链中断与重构风险持续升级，国产替代持续推进。
二季度各环节公司业绩预告亮眼，展望三季度半导体旺季期，建议关注设计板块存储/代工SoC/ASIC/CIS业绩弹性，设备材料算力芯片国产替代。存储板块预估3Q25存储器合约价涨幅持续高增，企业级产品持续推进，带动龙头公司季度业绩环比增长明确。晶圆代工龙头或开启涨价，2-3季度业绩展望乐观。
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