财经快讯|华泰证券：全球半导体市场终端需求复苏节奏整体偏弱
华泰证券研报认为，4月25日，全球MCU龙头瑞萨披露2024年第一季度业绩，收入增长符合彭博一致预期，毛利率超彭博一致预期与公司指引。通过此次业绩会，华泰证券认为，全球半导体市场终端需求复苏节奏整体偏弱；2.细分市场景气度方面，AI/数据中心是未来核心增长点，全球电动车增速放缓，混动渗透率提升对日企的利好效应或滞后，主要受中小厂商及Tier1去库存节奏较慢的影响。
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