芯片股再度走高 算力龙头上市加速推进 机构称长期国产替代逻辑稳固

Core Viewpoint - Semiconductor stocks have seen a significant rise, driven by recent developments in the industry, particularly the approval of the IPO application for Moer Thread, which indicates strong market interest and investment potential in the semiconductor sector [1] Group 1: Stock Performance - Chip stocks have increased, with notable gains: Jingmen Semiconductor up 7.14% to HKD 0.6, Huahong Semiconductor up 5.42% to HKD 71.95, SMIC up 2.67% to HKD 74.9, and Shanghai Fudan up 2.25% to HKD 42.68 [1] Group 2: IPO Developments - Moer Thread's IPO application was approved, marking the shortest time from submission to approval among new companies this year on the Sci-Tech Innovation Board [1] - The company plans to raise HKD 8 billion for the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips, as well as to supplement working capital [1] Group 3: Market Trends - Galaxy Securities reports that the semiconductor equipment sector is performing strongly, becoming a key focus for investment [1] - The demand for storage devices is being driven by AI data centers, which in turn boosts equipment demand [1] - The ongoing trend of domestic substitution is creating growth opportunities, with major storage manufacturers initiating new projects and expanding advanced logic production, leading to a new growth cycle in the equipment industry [1] - Long-term prospects remain solid due to the emphasis on increasing domestic production rates and technological breakthroughs [1]