港股异动 | 华虹半导体(01347)现涨近5% 行业库存逐渐正常化 二三季度行业稼动率有望回升
华虹半导体(01347)现涨近5%，截至发稿，涨4.97%，报15.2港元，成交额6795.84万港元。
消息面上，Counterpoint Research此前发布半导体代工服务报告，继2023年的大幅下滑之后，预计随着库存继续正常化，晶圆代工行业将在2024年恢复增长态势。强劲的人工智能需求和终端需求的温和复苏将成为2024年该行业的主要增长动力。中泰证券指出，一季度通常为代工行业全年最淡季，预期二三季度随着6.18等暑期生产来临，行业稼动率回升，经营情况预期好转。
天风证券此前表示，本轮周期上行预计AI是主要驱动力。预计上半年行业库存回到正常水位，部分环节也有望优先开始补库存。中原证券也指出，目前半导体行业处于周期底部区域，估值低于近十年中位值。消费类需求在逐步复苏中。
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