9月24日，中芯国际（00981.HK）股价盘中大涨5.03%，再度刷新历史新高。截至发稿，该股报75.25港元。
多重利好因素推动中芯国际股价上涨。高盛上调中芯国际目标价至83.5港元，看好AI需求带动公司长期增长。财通证券首次给予中芯国际"增持"评级，预期公司将受益于芯片制造本土化趋势。此外，中芯国际近期宣布拟收购中芯北方49%股权，有望进一步提升公司资产质量和业务协同性。
行业方面，芯片股整体表现活跃，反映出市场对半导体行业前景的乐观预期。随着AI技术和算力需求的持续增长，以及中国推动芯片产业本土化的政策支持，中芯国际作为中国领先的晶圆代工企业，有望持续受益于行业发展机遇。
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