港股异动 | 华虹半导体(01347)跌超4%领跌芯片股 需求复苏强度尚不支撑半导体全面强劲反弹
芯片股集体走低，截至发稿，华虹半导体(01347)跌3.96%，报16.5港元；中电华大科技(00085)跌4.91%，报1.55港元；上海复旦(01385)跌4.02%，报12.9港元；中芯国际(00981)跌1.54%，报16.66港元。
消息面上，2023年，中芯、华虹业绩双双下滑。浦银国际认为，在今年上半年，华虹毛利率触底时机可能快于中芯国际，这主要是因为中芯收入增量更多来自于智能手机等消费应用产品升级换代带动的急单需求，其收入增速可能呈现“double-U”的二次探底形态，同时，华虹的估值相较于中芯有一定的折价。浦银国际预计中芯在基本面利润完成第二个“U”形态后，也具备可观的上行空间。
招商证券在研报中表示，中芯预计在 double-U 的第二个 U 里的表现是中规中矩，随半导体产业链一起摆脱低迷，在客户库存逐步好转和手机与互联需求持续回升的共同作用下， 实现平稳温和的成长。但从整个市场看，需求复苏的强度尚不足以支撑半导体全面强劲反弹。
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