国信证券指出，半导体在近2年的下行周期里完成了较为充分的去库存和供给侧出清，如今在AI算力需求的边际拉动下、在新一轮终端AI化的创新预期中，行业正迎来具备较强持续性的上行周期。华福证券表示，半导体产业链关键环节国产化落地已然进入攻坚期和深水区，国内厂商自主可控进程加速推进。Semiconductor stocks had the highest gains. As of press release, Cantron (01912) rose 9.02% to HK$0.145; Hongguang Semiconductor (06908) rose 7.32% to HK$0.88; and SMIC (00981) rose 3.72% to HK$29.3.
The Zhitong Finance App learned that semiconductor stocks had the highest gains. As of press release, Cantron (01912) rose 9.02% to HK$0.145; Hongguang Semiconductor (06908) rose 7.32% to HK$0.88; SMIC (00981) rose 3.72% to HK$29.3; Shanghai Fudan (01385) rose 1.74% to HK$17.5; Huahong Semiconductor (01347) rose 1.72% to HK$23.6.
According to news, on November 7, the two major foundry companies SMIC and Huahong Semiconductor announced impressive third-quarter results. Among them, SMIC's revenue for the third quarter reached a record high of 2 billion US dollars in a single quarter; Huahong Semiconductor's profit for the third quarter was 44.82 million US dollars, up 222.6% year on year and 571.6% month on month. Both companies expect revenue to rise further in the fourth quarter.
Guoxin Securities pointed out that semiconductors have completed sufficient inventory removal and supply-side clearance in a downward cycle of nearly 2 years. Now, driven by the marginal demand for AI computing power and in anticipation of a new round of AI terminal innovation, the industry is entering a strong and sustainable upward cycle. Huafu Securities said that the implementation of localization, a key link in the semiconductor industry chain, has already entered an aggressive period and deep-water zone, and the autonomous and controllable process of domestic manufacturers is advancing at an accelerated pace.
