智通财经APP获悉，芯片股延续近期涨势，截至发稿，中芯国际(00981)涨5.27%，报36.95港元；晶门半导体(02878)涨2.11%，报0.485港元；中电华大科技(00085)涨1.65%，报1.23港元；华虹半导体(01347)涨1.57%，报22.7港元。
消息面上，1月13日，美国白宫官网公布了《人工智能扩散暂行最终规则》，该规则限制了相关国家使用高端AI系统和计算能力的相关措施。广发证券指出，此次政策的推出将进一步加强国内AI产业链自主可控建设的决心，国内AI大模型的开发和应用转而使用国产AI算力的动力大大加强，国内AI算力自主可控建设进程有望加快。外部环境变化利好寒武纪等国产AI芯片公司。
高盛此前发布报告，预计在中国半导体行业需求长期增长，加上地缘政治风险令内地相关本土需求不断增加的推动下，中芯国际将呈现逐步上升的趋势。对于2024年第四季的收益，该行预料中芯营收季上升1%至22亿美元，毛利率为18.5%，与管理阶层的指导范围一致。虽然各个终端市场的需求复苏不同，但该行预计2025年将受到整个产业库存正常化的更好支持。
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