金吾财讯 | 芯片股多个股上扬，截至发稿，长光辰芯(03277)涨4.02%，澜起科技(06809)涨4.09%，贝克微(02149)涨2.58%，豪威集团(00501)涨1.41%，英诺赛科(02577)涨1.23%。消息面上，爱建证券表示，持续看好人工智能产业浪潮下的科技行业发展，重点推荐存储芯片板块景气持续带动下的投资机会。机构看好国产存储芯片产业链将会迎来一轮历史性的发展机遇。具体产业链环节包括，存储芯片模组，存储芯片封测，存储芯片制造以及上游相关设备材料。其中设备与材料同时也是国产半导体产业发展的卡脖子环节，建议重点关注国产替代相关投资机会。除此之外，人工智能产业链对于 PCB 和被动元件行业的带动也在逐渐显现。建议投资者可以关注元件产业链相关投资机会。同时，该机构认为在中美关税政策波动和行业渗透率饱和的背景下，投资者应该谨慎关注消费电子产业链。虽然新兴AI 消费电子终端产品正在层出不穷的涌现，但是关税政策和出货量的不确定性未来将会长期存在。
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