半导体股回暖上海复旦(01385)涨超4% 机构看好全球半导体设备行业景气度回暖

金吾财讯04-24

金吾财讯 | 半导体股回暖，截至发稿，上海复旦(01385)涨超4%，中芯国际(00981)涨3.63%，华虹半导体(01347)涨2.8%。

消息面上，华泰证券发布研报称，行业侧半导体库存水平持续改善，逻辑和内存客户光刻设备利用率持续提高，需求下半年有望回暖。AI相关需求持续增长，DDR5及HBM推动内存需求，逻辑客户仍在继续消化新增产能。SEMI预计半导体制造设备将在2024年恢复增长，在前端和后端市场的推动下，2025年的销售额预计将达到1240亿美元的新高，看好全球半导体设备行业景气度回暖。

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2429171037?lang=zh_CN&edition=full","thumbnail":"https://static.szfiu.com/news/20200908/OTgxZjljNTRiYzI5ODYyNzA2ZWZmZWYzNzE0OTk4NTU0NzIwNg==.png","is_english":false,"pubTime":"2024-04-24 10:38","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2429171037","market":"fut","top_or_hot":-1,"title":"半导体股回暖 上海复旦(01385)涨超4% 机构看好全球半导体设备行业景气度回暖","media":"金吾财讯","content":"<html><body><p>金吾财讯 | 半导体股回暖，截至发稿，<a href=\"https://laohu8.com/S/01385\">上海复旦</a>(01385)涨超4%，<a href=\"https://laohu8.com/S/688981\">中芯国际</a>(00981)涨3.63%，<a href=\"https://laohu8.com/S/01347\">华虹半导体</a>(01347)涨2.8%。</p><p>消息面上，<a href=\"https://laohu8.com/S/601688\">华泰证券</a>发布研报称，行业侧半导体库存水平持续改善，逻辑和内存客户光刻设备利用率持续提高，需求下半年有望回暖。AI相关需求持续增长，DDR5及HBM推动内存需求，逻辑客户仍在继续消化新增产能。SEMI预计半导体制造设备将在2024年恢复增长，在前端和后端市场的推动下，2025年的销售额预计将达到1240亿美元的新高，看好全球半导体设备行业景气度回暖。</p></body></html>","source":null,"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>半导体股回暖 上海复旦(01385)涨超4% 机构看好全球半导体设备行业景气度回暖</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半导体股回暖 上海复旦(01385)涨超4% 机构看好全球半导体设备行业景气度回暖\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 10:38 北京时间&nbsp;&nbsp;&nbsp;<a href=1935666><strong>金吾财讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 半导体股回暖，截至发稿，上海复旦(01385)涨超4%，中芯国际(00981)涨3.63%，华虹半导体(01347)涨2.8%。消息面上，华泰证券发布研报称，行业侧半导体库存水平持续改善，逻辑和内存客户光刻设备利用率持续提高，需求下半年有望回暖。AI相关需求持续增长，DDR5及HBM推动内存需求，逻辑客户仍在继续消化新增产能。SEMI预计半导体制造设备将在2024年恢复增长，在前端和...</p>\n\n<a href=\"1935666\">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":"01347","symbol_name":"华虹半导体","start_time":0,"source_url":"1935666","article_id":"2429171037","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20200908/OTgxZjljNTRiYzI5ODYyNzA2ZWZmZWYzNzE0OTk4NTU0NzIwNg==.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2429171037","pubTimestamp":1713926335,"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 半导体股回暖，截至发稿，上海复旦(01385)涨超4%，中芯国际(00981)涨3.63%，华虹半导体(01347)涨2.8%。消息面上，华泰证券发布研报称，行业侧半导体库存水平持续改善，逻辑和内存客户光刻设备利用率持续提高，需求下半年有望回暖。AI相关需求持续增长，DDR5及HBM推动内存需求，逻辑客户仍在继续消化新增产能。SEMI预计半导体制造设备将在2024年恢复增长，在前端和后端市场的推动下，2025年的销售额预计将达到1240亿美元的新高，看好全球半导体设备行业景气度回暖。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159582":"半导体","01347":"华虹半导体","LU0052750758.USD":"富兰克林中国基金A Acc","SG9999006597.SGD":"United China-India Dynamic Growth SGD","BK1610":"ETF&股票定投概念","BK1589":"北水核心资产","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1163":"半导体产品","BK1526":"科网股","BK1607":"新IT概念","01385":"上海复旦","00981":"中芯国际"},"translate_title":"Semiconductor stocks pick up Shanghai Fudan (01385) rises more than 4% Institutions are optimistic about the recovery of the global semiconductor equipment industry","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159582":1,"01385":1,"00981":0.9,"01347":0.9},"content_text":"金吾财讯 | 半导体股回暖，截至发稿，上海复旦(01385)涨超4%，中芯国际(00981)涨3.63%，华虹半导体(01347)涨2.8%。消息面上，华泰证券发布研报称，行业侧半导体库存水平持续改善，逻辑和内存客户光刻设备利用率持续提高，需求下半年有望回暖。AI相关需求持续增长，DDR5及HBM推动内存需求，逻辑客户仍在继续消化新增产能。SEMI预计半导体制造设备将在2024年恢复增长，在前端和后端市场的推动下，2025年的销售额预计将达到1240亿美元的新高，看好全球半导体设备行业景气度回暖。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2429171037"}

半导体股回暖 上海复旦(01385)涨超4% 机构看好全球半导体设备行业景气度回暖

精彩评论

半导体股回暖上海复旦(01385)涨超4% 机构看好全球半导体设备行业景气度回暖