半导体 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第4页 - 钛刻科技

中信建投：半导体设备零部件空间广阔，海外限制下国产替代加速推进

36氪获悉，中信建投研报称，半导体设备零部件板块正处于双重自主可控趋势叠加的背景下：一方面AI驱动下游扩产景气周期开启，中国大陆半导体设备整机端要求自主可控，设备端国产化率提升背景下，零部件市场整体空间打开；另一方面，关键零部件整体国产化率偏低，高端产品国产替代尚处于早期。建议关

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恒指午间休盘跌1.12%，恒生科技指数跌2.31%

36氪获悉，恒指午间休盘跌1.12%，恒生科技指数跌2.31%；汽车、半导体、传媒、软件服务板块领跌，华虹半导体跌超7%，小鹏集团跌超6%，腾讯音乐跌超3%，小米集团、网易跌超2%；能源、银行板块走强，山东墨龙涨超17%，青岛银行、交通银行涨超1%；南向资金净买入25.51亿港元

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恒生科技指数跌超2%

36氪获悉，恒生科技指数跌超2%，华虹半导体、零跑汽车、小鹏集团跌超5%，比亚迪电子、比亚迪股份跌超4%。

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杭州芯云半导体集团注册资本增至13.5亿元

36氪获悉，爱企查App显示，近日，杭州芯云半导体集团有限公司发生工商变更，注册资本由13亿元人民币增至13.5亿元人民币，增幅约4%；同时，部分高管发生变更。该公司成立于2020年5月，法定代表人为徐振，经营范围包括集成电路芯片及产品销售、集成电路芯片设计及服务、电子元器件制造

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九丰能源：拟投18.42亿元建设同位素产品项目，丰富特种气体产品结构服务光纤、半导体等领域

36氪获悉，九丰能源公告，公司控股子公司江西九丰稳同新材料有限公司拟对外投资建设某类同位素产品项目，项目总投资18.42亿元。本项目实施后，公司将进一步培育高壁垒的资源型产品，丰富公司特种气体客户所需的产品结构，并与公司现有其他特种气体产品（氦气、氢气及其他特燃特气等）形成互补、

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A股三大指数集体高开，半导体板块领涨

36氪获悉，A股三大指数集体高开，沪指高开0.11%，深成指高开0.38%，创业板指高开0.43%；能源设备、半导体、电工电网板块领涨，三安光电涨超6%，兆易创新、杰瑞股份涨超4%，宁德时代涨超1%；海运、食品、贵金属板块走弱，中谷物流跌超4%，天邦食品跌超2%，恒邦股份跌超1%

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英特尔CEO：半导体行业整体潜在市场规模已逼近1万亿美元

美东时间周四盘后，英特尔CEO陈立武在财报电话会上表示，在半导体行业迎来空前机遇的时代，英特尔处理器是企业取得成功、蓬勃发展的核心资产。在人工智能需求爆发式增长的驱动下，半导体行业整体潜在市场规模已逼近1万亿美元。英特尔凭借三大战略核心资产，充分把握这一需求机遇：x86中央处理器

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恒指午间休盘跌0.2%，恒生科技指数涨0.34%

36氪获悉，恒指午间休盘跌0.2%，恒生科技指数涨0.34%；半导体、化工、能源板块领涨，华虹半导体涨超12%，中伟新材涨超6%，山东墨龙涨超1%；汽车、软件服务、纺织服饰板块走弱，蔚来跌超5%，理想汽车跌超4%，老铺黄金跌超2%，B站跌超1%；南向资金净买入25.89亿港元。

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恒指收涨0.24%，恒生科技指数涨0.75%

36氪获悉，恒指收涨0.24%，恒生科技指数涨0.75%；半导体、光伏涨幅居前，协合新能源涨近24%，华虹半导体涨超15%，中芯国际涨超10%；GEO、汽车领跌，MINIMAX-WP、智谱跌超9%，理想汽车跌超4%，蔚来得超3%；南向资金净买入34.6亿港元

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中信证券：半导体硅片再迎上行周期

36氪获悉，中信证券研报指出，我们判断AI需求驱动下半导体硅片行业正在进入上行周期，量增逻辑已经在2025年出现，涨价逻辑有望在2026年第二季度出现，叠加12英寸硅片国产替代加速，我们看好中国硅片公司的长期成长性。重点推荐重掺硅片产品占比相对较高的硅片公司，建议关注12英寸轻掺

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近千只主动权益基金净值创新高，科技浪潮成净值修复核心动力

近两年，以人工智能、半导体为代表的科技股行情持续升温，成为推动A股市场结构性回暖的核心动力。在这轮行情中，一批主动权益基金凭借对科技方向的提前布局，交出了颇为亮眼的成绩单。值得提及的是，傅鹏博、谢治宇、萧楠、冯明远等投资老将所管理的基金，近期也纷纷刷新了历史高点。这些基金的净值曲

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“干法转移”实现晶圆级单晶二维半导体柔性集成

记者27日从西湖大学获悉，该校工学院孔玮教授团队成功实现晶圆级单晶二硫化钼薄膜在柔性基底上的高质量集成，将单晶二维半导体转移集成技术从“湿法”推进到“干法”路线，为突破长期制约高性能柔性电子发展的技术瓶颈提供了新路径。相关研究成果日前发表于《自然·电子》期刊。（科技日报）

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恒指收跌0.2%，恒生科技指数涨0.77%

36氪获悉，恒指收跌0.2%，恒生科技指数涨0.77%；半导体、光通信领涨，普达特科技涨超24%，澜起科技涨超13%，中芯国际、华虹半导体涨超6%，剑桥科技涨近5%；电气设备板块跌幅居前，信义储电跌超4%，宁德时代跌近3%；南向资金净流出40.92亿港元。

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半导体 - 钛刻 - 科技风向旗 - 深度刻画技术趋势,引领数字未来 - 第4页 - 钛刻科技 | TCTI.cn

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