天风证券研报指出，手机等产品购新补贴或拉动半导体需求。该行预计，可以看到全国更多地区将手机等产品纳入补贴范围，在AI提升了新产品的使用体验的背景下，预计购新补贴或加速消费者换机，建议关注手机/平板/智能手表手环相关芯片需求的提升。Hong Kong stocks in the Semiconductor Sector surged again in the morning, leading the rise across various sectors. As of the time of reporting, $HG SEMI (06908.HK)$ greatly increased by over 11%. $SMIC (00981.HK)$ Rising over 5%, $HUA HONG SEMI (01347.HK)$ 、 $SOLOMON SYSTECH (02878.HK)$ 、 $INNOSCIENCE (02577.HK)$ Increased by more than 3%.
According to reports, the Biden administration in the USA plans to implement a new round of restrictions on the export of AI chips from companies such as $NVIDIA (NVDA.US)$ Insiders say the new regulations will impose three layers of restrictions on chip Trade, possibly to be announced as early as Friday.
Guokai Securities believes that Semiconductors are an important area in the Technology competition, and the policy side continues to strengthen to accelerate the domestic production process. The future competition in the Technology sector may further intensify, making the demand for achieving high-level self-reliance in Technology particularly urgent.
Tianfeng's Research Reports pointed out that subsidies for purchasing new products like mobile phones may boost the demand for Semiconductors. The institution expects that more regions nationwide will include mobile phones and other products in the subsidy scope. Given that AI has enhanced the user experience of new products, purchasing subsidies may accelerate the Consumer upgrade cycle, and it is recommended to focus on the increasing demand for chips related to mobile phones/tablets/smartwatches and wristbands.
Editor/rice
