金吾财讯 | 部分半导体股午后走强，澜起科技(06809)上涨7.06%、天数智芯(09903)上涨4.04%、晶合集成(02249)上涨3.61%、晶门半导体(02878)上涨3.57%、中芯国际(00981)上涨2.19%、兆易创新(03986)上涨1.88%、华虹宏力(01347)上涨1.67%。大同证券表示，当前市场处于多重因素交织的复杂博弈阶段。从中长期产业视角观察，AI驱动的科技创新产业升级逻辑并未因短期市场波动而发生实质性逆转。当前科技板块的调整更多体现为交易层面的情绪宣泄，随着筹码结构的逐步优化，部分具备核心竞争力的科技细分领域存在估值修复的观察窗口。在半导体产业链方面，全球龙头台积电近期披露的超预期经营数据，进一步印证了全球半导体产业景气度的结构性分化与持续性，持续跟踪半导体设备、半导体材料、芯片等硬核科技细分领域当中相关产业链订单充足、中报业绩确定性强的方向。
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