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...

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Aini
·2023-04-19
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