《股市简讯》中国股市半导体指数一度涨逾7%，券商称板块核心资产估值有望重塑

路透中文10-09

《股市简讯》中国股市半导体指数一度涨逾7%，券商称板块核心资产估值有望重塑

* 中证全指半导体产品与设备指数.CSIH30184周三延续涨势，一度涨逾7%，但最新涨幅已收窄至1%以内，仍在中国股市所有板块中表现居前。券商建议关注半导体核心资产估值重塑。

* 芯原股份688521.SS、中芯国际688981.SS、沪硅产业688126.SS最新涨幅介于8.8-12.6%。

* 中信证券研报称，港股半导体释放强烈信号，关注半导体核心资产估值重塑。他们建议当前重视半导体板块机会，受益政策支持、周期反转、增量创新、国产替代多方面利好带动，有望迎来估值重塑。

展望2025年，中信证券预计中国存储厂商及地方性晶圆厂扩产仍在加速，同时期待先进芯片需求的高阶驱动，半导体设备市场有望进一步提升，设备公司订单也预计将同步继续保持增长。（完）

更多股市简讯请点选CN-CMN-HOT

(发稿宿泱韫; 审校杨淑祯)

((jenny.su@thomsonreuters.com; 86-10-56692102;))

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