岗位职责：

• 1.    跟踪全球半导体产业链，重点关注相关产业和标的动态。

• 2.    主要覆盖港股及相关市场的半导体企业，独立开展深度基本面研究，财务模型搭建与研究报告撰写。

• 3.    开展专题和深度研究，挖掘行业趋势与公司价值。

• 4.    参与公司调研及管理层访谈。

• 5.    向国际客户传递投资观点与行业洞察。

资格要求：

1.    本科及以上学历。

2.    具备至少3年半导体行业股票研究经验(买方或卖方均可); 有产业经验者优先

3.    优秀中英文报告撰写能力和表达能力

Responsibilities

1. Cover global semiconductor supply chain companies, with a focus on Greater China, Korea, Japan, and ASEAN markets.

2. Conduct independent, in-depth fundamental research on semiconductor companies, including building financial models and producing research reports.

3. Lead research projects on key industry themes and company-specific topics.

4. Participate in global company visits and management meetings.

5. Communicate investment insights and industry trends to international clients and internal sales teams.

Qualifications

1. Bachelor’s degree or above; CFA qualification preferred.

2. Minimum 3 years of fundamental equity research experience in the semiconductor sector on either buy or sell side; industry experience is a plus.

3. Candidates with global equities research exposure are highly valued.