崗位職責：

• 1.    跟蹤全球半導體產業鏈，重點關注相關產業和標的動態。

• 2.    主要覆蓋港股及相關市場的半導體企業，獨立開展深度基本面研究，財務模型搭建與研究報告撰寫。

• 3.    開展專題和深度研究，挖掘行業趨勢與公司價值。

• 4.    參與公司調研及管理層訪談。

• 5.    向國際客戶傳遞投資觀點與行業洞察。

資格要求：

1.    本科及以上學歷。

2.    具備至少3年半導體行業股票研究經驗(買方或賣方均可); 有產業經驗者優先

3.    優秀中英文報告撰寫能力和表達能力

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.