异动解读 | 下游AI芯片需求旺盛贝克微半导体股价大涨

异动解读10-21

香港股市贝克微半导体(02149)股价今日一度大涨9.26%,引发外界广泛关注。公开信息显示,这一涨幅与当前下游AI芯片等产品的旺盛需求状况密切相关。

近期,恩伟达(NVDA)、台积电(TSM)等芯片龙头企业纷纷公布乐观的业绩预期,主要得益于人工智能、高端数据中心芯片的强劲订单情况。分析师指出,第四季度英伟达新品Blackwell GB200芯片预计出货量将增长3-4倍,成为市场主导产品。同时,台积电CEO魏哲家也表示,客户对先进封装的需求远超预期,体现了对AI、高端芯片的殷切需求。

作为专门从事类比芯片图像晶圆生产的公司,贝克微无疑将充分受益于整个半导体产业链需求的提振。市场人士预计,在下游旺盛拉动下,贝克微产品订单或将持续好转,公司业绩将迎来一个相对较好的发展时期,从而推高了股价。当前,不少机构也对整个芯片行业维持看好评级,认为政策利好持续释放,将进一步为行业发展注入动能。

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