金吾财讯 | 半导体股强势走强，兆易创新（03986）最新485.800港元，涨幅5.65%、华虹宏力（01347）最新140.800港元，涨幅4.22%、中芯国际（00981）最新67.900港元，涨幅3.98%、ASMPT（00522）最新164.200港元，涨幅3.92%、澜起科技（06809）最新271.600港元，涨幅3.43%。东吴证券表示，国内外存储同步扩产，平台化设备龙头及核心环节有望持续受益。海外三星、SK海力士、美光持续加大HBM及先进DRAM产能投入，国内长鑫存储、长江存储扩产节奏同步加快，国产存储市占率有望持续提升。随着存储景气度回升及新一轮资本开支开启，平台化设备商将凭借产品覆盖度持续提升率先受益，同时薄膜沉积、刻蚀、量检测等高价值量环节也将迎来更大的成长空间，看好具备平台化能力及国产替代优势的设备龙头长期成长。
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