金吾财讯 | 芯片股部分走强，截至发稿，中芯国际(00981)涨3.56%，美佳音控股(06939)涨3.45%，华虹半导体(01347)涨3.09%。消息面上，中信证券发布研报称，美国商务部BIS将23家中国企业列入实体清单，其中以13家半导体企业为主，随后，中国就美国对华集成电路领域相关措施发起反歧视立案调查，后续中国可以根据实际情况对该国家或者该地区采取相应的措施。中信证券认为半导体国产替代链持续受益，建议核心关注晶圆代工、算力芯片设计、国产设备及零部件、先进封装四大方向。国信证券发布研报称，模拟芯片行业正处于周期向上阶段，国内企业近几年推出的新产品有望进入规模放量阶段。从下游来看，工业、汽车、AI是国际大厂布局的重点领域，也是国产化的重点。目前国内模拟芯片企业的核心推荐逻辑是：去库周期结束+AI增量+国产化率提高+份额提升+盈利能力改善。
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