Tiger Brokers

半导体板块冲高 芯智控股(02166)涨11.06% 景气信号持续强化 算力硬件轮番活跃

金吾财讯
Jun 25

金吾财讯 | 港股半导体板块冲高，芯智控股(02166)涨11.06%，天数智芯(09903)涨10.53%，兆易创新(03986)涨7.45%，FORTIOR(01304)涨4.62%，澜起科技(06809)涨4.14%，国民技术(02701)涨4.06%，SENASIC(琻捷)(06675)涨3.87%，华虹宏力(01347)涨3.33%，中芯国际(00981)涨2.95%。消息面上，存储芯片反复活跃，国内存储晶圆厂扩产逻辑持续验证，设备与材料环节率先受益。随着长存、长鑫等产线产能爬坡提速，国产替代进程迈入深水区，北方华创、中微公司等设备龙头订单可见度提升，雅克科技等前驱体材料供应商亦迎来增量空间。另一方面，海外催化再度点燃情绪。北京时间今日凌晨，美光科技公布超预期财报，营收与下季度指引均显著高于市场预期，盘后股价大涨逾10%，带动英伟达、AMD等美股半导体龙头盘后全线飙升。美光亮眼业绩不仅验证了AI服务器对HBM（高带宽存储）的强劲需求，更强化了全球存储芯片景气度延续的确定性信号。此外，台积电近期针对先进制程启动涨价，进一步提振晶圆代工环节估值水位。国内两大晶圆制造商华虹宏力、中芯国际同步大涨，反映出市场对先进制程产能紧缺背景下国内代工环节议价能力提升的乐观预期。总体而言，存储芯片作为本轮半导体复苏的“风向标”，短期内有望继续享受基本面与情绪面的双击。

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