港股异动 | 芯片股延续近期涨势 台积电上调全年增长区间至30% 机构预计晶圆代工产能利用率将提升

智通财经
22 Jul

智通财经APP获悉,芯片股延续近期涨势,截至发稿,英诺赛科(02577)涨3.15%,报45.85港元;华虹半导体(01347)涨3.07%,报36.95港元;中芯国际(00981)涨2.96%,报48.65港元;上海复旦(01385)涨1.71%,报26.7港元。

消息面上,7月17日,台积电公布2025年第二季度财务报告。数据显示,2025年第二季度台积电实现净利润近3983亿新台币,同比增长近61%,单季度净利润创历史新高,净利润增速创近3年同期新高。台积电在法说会上表示,上调全年增长区间至30%,资本支出380亿-420亿美元维持不变。台积电董事长暨总裁魏哲家表示,未看见客户行为改变,台积电持续支持客户强劲AI需求。

国泰海通证券指出,伴随工业及汽车下游开启补库,BCDAnalog下游需求有望增长,二季度及下半年晶圆代工产能利用率有望持续提升。此外,当前国内先进制程工艺持续迭代,AI芯片有望逐步转向国内晶圆代工,而中芯国际作为布局先进制程的核心资产将有望迎来AI时代的广阔国产替代空间,给予行业“增持”评级。

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