金吾财讯 | 港股芯片板块局部走强，截至发稿，长光辰芯（03277）涨7.97%，爱芯元智（00600）涨6.54%，壁仞科技（06082）涨5.02%，瀚天天成（02726）涨4.87%，天数智芯（09903）涨3.67%，天域半导体（02658）涨2.77%。消息面上，瑞银证券表示，全球半导体库存周期持续修复，AI算力芯片、先进封装、设备材料国产替代为核心主线。行业分化明显，算力相关芯片景气领先，消费类芯片复苏节奏偏弱；板块机会集中在国产替代与AI算力两大方向，关注订单与营收兑现。该行预计，2026年全球半导体收入将达到1.63万亿美元，比2025年增长118%，并预测这一增长周期至少会持续到2028年。
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