7月25日周五午后，中芯国际（00981.HK）股价表现强劲，盘中大涨5.07%，报51.95港元。半导体板块整体走高，华虹半导体、上海复旦等多只个股均有不同程度上涨。
消息面上，美国总统特朗普近日公布了一项人工智能行动计划，旨在巩固美国在人工智能领域的主导地位。多家券商表示看好AI和国产化为国内半导体行业打开成长空间。国信证券指出，基于近期行业动向，半导体行业迎来密集催化，预计将在"宏观政策周期、产业库存周期、AI创新周期"共振下迎来"估值扩张"行情。
此外，中芯国际将于8月8日召开2025年第二季度业绩说明会，市场对公司业绩表现预期积极。多家券商维持对中芯国际的"买入"评级，认为公司作为中国领先的半导体制造企业，有望持续受益于行业景气度提升和国产化趋势。投资者可关注公司即将发布的财报，以进一步了解其业务发展情况。
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