中芯国际午后涨超6%，机构称AI需求引领新一轮半导体周期起点_老虎社区_美港股上老虎

中芯国际午后涨超6%，机构称AI需求引领新一轮半导体周期起点

智通财经网2023-04-19

4月19日，中芯国际午后涨超6%，月内累涨超35%。截至发稿，涨4.22%，报24.7港元，成交额17.64亿港元。消息面上，东吴证券发布研究报告称，半导体复苏关注度极高，投资窗口已经开启，坚定看好半导体投资窗口已至。本轮半导体周期从21年中开始下行，见证需求趋弱、库存累计、原厂亏损，调整时间、空间均已相对到位。从晶圆厂、封测厂、终端需求等终端多重验证，认为23年内周期有望见底回升。站在AI需求...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

Aini
·2023-04-19
催牛肉
回复
点赞
举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2328271308?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2023-04-19 13:37","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2328271308","market":"hk","top_or_hot":-1,"title":"中芯国际午后涨超6%，机构称AI需求引领新一轮半导体周期起点","media":"智通财经网","content":"<div>\n<p>4月19日，中芯国际午后涨超6%，月内累涨超35%。截至发稿，涨4.22%，报24.7港元，成交额17.64亿港元。消息面上，东吴证券发布研究报告称，半导体复苏关注度极高，投资窗口已经开启，坚定看好半导体投资窗口已至。本轮半导体周期从21年中开始下行，见证需求趋弱、库存累计、原厂亏损，调整时间、空间均已相对到位。从晶圆厂、封测厂、终端需求等终端多重验证，认为23年内周期有望见底回升。站在AI需求...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/913154.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中芯国际午后涨超6%，机构称AI需求引领新一轮半导体周期起点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中芯国际午后涨超6%，机构称AI需求引领新一轮半导体周期起点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-19 13:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/913154.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月19日，中芯国际午后涨超6%，月内累涨超35%。截至发稿，涨4.22%，报24.7港元，成交额17.64亿港元。消息面上，东吴证券发布研究报告称，半导体复苏关注度极高，投资窗口已经开启，坚定看好半导体投资窗口已至。本轮半导体周期从21年中开始下行，见证需求趋弱、库存累计、原厂亏损，调整时间、空间均已相对到位。从晶圆厂、封测厂、终端需求等终端多重验证，认为23年内周期有望见底回升。站在AI需求...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/913154.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1526","symbol_name":"科网股","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/913154.html","article_id":"2328271308","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2328271308","pubTimestamp":1681882630,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，中芯国际午后涨超6%，月内累涨超35%。截至发稿，涨4.22%，报24.7港元，成交额17.64亿港元。消息面上，东吴证券发布研究报告称，半导体复苏关注度极高，投资窗口已经开启，坚定看好半导体投资窗口已至。从晶圆厂、封测厂、终端需求等终端多重验证，认为23年内周期有望见底回升。站在AI需求引领的新一轮半导体周期起点，核心是提升仓位配置比例。大市值公司作为机构配置首选，排序理应靠前，战略重视大市值。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"688981":"中芯国际","BK1526":"科网股","BK1607":"新IT概念","BK0214":"IT设备","00981":"中芯国际","BK1163":"半导体产品"},"translate_title":"SMIC rose more than 6% in the afternoon, and the agency said that AI demand led the starting point of a new round of semiconductor cycle","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688981":1,"00981":1},"content_text":"4月19日，中芯国际午后涨超6%，月内累涨超35%。截至发稿，涨4.22%，报24.7港元，成交额17.64亿港元。消息面上，东吴证券发布研究报告称，半导体复苏关注度极高，投资窗口已经开启，坚定看好半导体投资窗口已至。本轮半导体周期从21年中开始下行，见证需求趋弱、库存累计、原厂亏损，调整时间、空间均已相对到位。从晶圆厂、封测厂、终端需求等终端多重验证，认为23年内周期有望见底回升。站在AI需求引领的新一轮半导体周期起点，核心是提升仓位配置比例。大市值公司作为机构配置首选，排序理应靠前，战略重视大市值。中信证券指出，近期集成电路相关支持政策及举措逐渐推出，我们预计市场期待的集成电路产业政策后续有望落地，布局集成电路“卡脖子”环节厂商有望核心受益。此外，国内晶圆厂建设需求持续且刚性，我们预计国内逻辑和存储成熟制程将逐步实现正常扩产。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":651216551,"gmtCreate":1681886170473,"gmtModify":1681886172219,"author":{"id":"3470824423361773","authorId":"3470824423361773","name":"Aini","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3470824423361773","authorIdStr":"3470824423361773"},"htmlText":"催牛肉","listText":"催牛肉","text":"催牛肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651216551","repostId":2328271308,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}