招银国际则表示，半导体产业链自主可控。该行长期看好中国半导体产业链自主可控趋势带来的国产份额提升机会。地缘政治风险的加剧，驱使各主要经济体将产业链发展的首要目标从提升生产效率转向保证供应链安全上。对于中国而言，半导体自主可控将是长期趋势，这将为产业链相关受益标的带来市场份额提升的巨大红利。Semiconductor stocks rose, as of the time of writing, HG SEMI (06908) increased by 9.38%, reported at 0.63 Hong Kong dollars; SHANGHAI FUDAN (01385) increased by 3.5%, reported at 15.36 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) increased by 2.38%, reported at 25.85 Hong Kong dollars.
According to the Zhitong Finance APP, Semiconductor stocks rose, as of the time of writing, HG SEMI (06908) increased by 9.38%, reported at 0.63 Hong Kong dollars; SHANGHAI FUDAN (01385) increased by 3.5%, reported at 15.36 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) increased by 2.38%, reported at 25.85 Hong Kong dollars; HUA HONG SEMI (01347) increased by 2.24%, reported at 20.5 Hong Kong dollars.
Guokai Securities pointed out that due to factors such as the explosion of AI demand, stabilization of the Global economy, and various countries introducing support policies for the Semiconductor industry, the Global Semiconductor Industry will welcome a recovery in 2024. The firm believes that under the industry cycle recovery trend, cash flow and valuation will improve, thereby enhancing.mergers and acquisitions.The activity of restructuring will increase; coupled with the background of the current A-share IPO phase slowing down, mergers and acquisitions in the Semiconductor industry will enter an opportunity period, catalyzing the investment value of the Sector.
Zhaoyin International stated that the Semiconductor Industry Chain is independently controllable. The firm is bullish on the opportunities for the domestic share increase brought about by the trend of China’s Semiconductor Industry Chain being independently controllable in the long term. The escalation of geopolitical risks is driving major economies to shift the primary goal of industry chain development from improving production efficiency to ensuring supply chain security. For China, independent control of semiconductors will be a long-term trend, bringing significant dividends in market share increase for related beneficiaries in the Industry Chain.
