半导体股向好明日国产GPU双雄摩尔线程上市、沐曦股份启动申购

金吾财讯12-04 13:55

金吾财讯 | 半导体股向好，英诺赛科(02577)涨5.11% ，宏光半导体(06908)涨4.00% ，华虹半导体(01347)涨3.25% ，FORTIOR(01304)涨2.96% ，中芯国际(00981)涨2.31% ，上海复旦(01385)涨2.32% ，中电华大科技(00085)涨1.50% ，晶门半导体(02878)涨1.14% ，硬蛋创新(00400)涨1.01% ，顺泰控股(01335)涨0.77% ，脑洞科技(02203)涨0.53% ，贝克微(02149)涨0.14% 。

“国产GPU四小龙”摩尔线程(688795)于明日上市。而另一家“国产GPU四小龙”公司沐曦股份(688802)于明日启动申购。随着摩尔线程、沐曦股份等先后上市，国产算力供给有望进一步扩大。

据 DIGITIMES《电子时报》副总监蔡卓卲在 12 月 3 日科技趋势论坛上分享的数据，全球半导体市场正迎来显著增长。预测显示，2026 年全球半导体市场规模将达到 8800 亿美元，较前一年增长 18.3%；其中，晶圆代工产值预计为 2331 亿美元，增幅为 17%。该媒体机构在稍早时候发布的中期预测中认为，2025~2030 年全球晶圆代工产业合计营收的 CAGR 将达到 14.3%，2030 年的总体营收预计是 2025 年的两倍。

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