芯片股逆市走高华虹半导体(01347)涨3.55% 机构指半导体设备受益于国产替代刚需

金吾财讯

Dec 08

金吾财讯 | 芯片股逆市走高，截至发稿，华虹半导体(01347)涨3.55%，芯智控股(02166)涨3.59%，中芯国际(00981)涨3.37%，上海复旦(01385)涨3.29%，晶门半导体(02878)涨2.22%。日前，国际知名投行伯恩斯坦（Bernstein）发研报指出，中国AI产业正从初期发展迈入供应链爆发新阶段，2026年将成为中国AI供应链增长的关键转折点。该机构反驳了“中国AI存在泡沫”的观点，强调中国的AI故事“仅仅完成了开篇第一章”。伯恩斯坦预测，至2028年，中国云服务提供商（CSP）与电信运营商的总资本支出年复合增长率将达13%，而其中AI相关资本支出的年复合增长率更高达25%，届时规模将达1720亿美元。值得注意的是，主要互联网公司已释放出上调资本支出计划的信号，其中大部分将投向AI领域，预计到2028年将创造出880亿美元的AI芯片需求。伯恩斯坦强调，当前中国AI并非泡沫，而是处于供应链崛起的关键节点。随着本土先进产能释放、技术持续迭代和需求多元化增长，中国AI供应链将在2026年迎来全面 rally（上涨）。从长期来看，AI芯片作为需求最直接、增长最明确的环节，将引领产业链增长；半导体设备受益于国产替代刚需，具备稳健回报属性；代工厂则需在产能扩张与盈利能力之间寻求平衡。

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