金吾财讯 | 交银国际表示，部分科技指数创历史新高，科技股整体跑赢大盘。全球股市维持强劲走势，且科技股普遍相比大盘走势更加强劲。MSCI全球指数/纳斯达克100较4月7日的低位分别反弹约24%/31%，并不断突破历史新高。台积电6月营收同比增27%，看好2H25 2纳米持续扩大的技术优势。该机构看好台积电在2H25进入2纳米量产后持续扩大的技术优势，预计2纳米产能爬升节奏或与3纳米产能爬升节奏相仿，且2纳米初始客户流片数量大于之前3纳米和5纳米流片数量。该机构预计存储价格2H25继续保持上涨趋势：DDR4合约平均价继续明显上涨，DDR5现货平均价6月开始恢复高速增长，NAND Flash合约平均价延续年初以来的增长趋势。该机构认为，关税缓解后持续补库影响下，存储价格对今年智能手机和消费电子的成本压力仍在，该机构预计今年存储价格或将继续保持上涨趋势。该机构建议投资者抓住人工智能基础设施建设主线，但根据估值情况适当分散投资标的。该机构继续看好国产半导体，特别是半导体设备的国产替代进程。
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