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　　光刻机指数强势拉升，芯片股盘中持续走强，中芯国际盘中涨超5%，创历史新高，截至发稿，股价上4.75%，现报66.20港元，成交额53.411亿港元。

　　高盛昨日就中芯国际发布研报称，受惠需求可驱动利用率和毛利恢复，加上公司持续稳定的产能扩张及新的AI机会，该行对中芯国际感到乐观。预计公司第三季度的短期上升趋势将成为催化剂，预计收入环比增长5%-7%，毛利率预计在18%-20%。给予中芯国际买入评级，升目标价至73.1港元。

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