中芯国际（00981）今日盘中大涨5.13%，引发市场广泛关注。这一涨势主要受到半导体行业整体利好消息及南向资金持续增持的推动。
行业方面，SEMI近期发布报告称，2025年全球半导体制造设备销售额预计将创下1255亿美元的新纪录，同比增长7.4%。天风证券分析认为，2025年全球半导体行业将延续乐观增长走势，AI驱动下游需求增长。此外，国产替代持续推进，为中芯国际等本土半导体企业带来机遇。
资金面上，南向资金连续3日增持中芯国际，7月23日单日增持367.69万股。截至当日收盘，港股通共持有中芯国际245585.13万股，占流通股40.95%。这表明投资者对中芯国际的长期发展前景持乐观态度。同时，市场上还传出中芯国际5nm工艺良率可能超过60%的消息，虽然尚未得到官方确认，但也在一定程度上提振了投资者信心。在这些利好因素的推动下，中芯国际股价呈现强劲上涨态势。
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