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港股異動 | 中芯國際(0981.HK)續漲逾3% 近兩週已累漲近20%
格隆匯 01-06 12:33
格隆匯1月6日丨中芯國際(0981.HK)延續近日漲勢,近兩週已累漲近20%,午間收報13.12港元,收漲3.8%,暫成交6.6億港元,最新總市值663億港元。中芯國際近日持續獲南下資金青睞,港股通累計持倉比例自12月24日的19.2%升至12月31日的20.08%,上週四(1月2日)、週五兩個交易日亦累計獲淨流入約5.84億港元。據悉,中芯國際曾於12月23日晚間發公告稱,擬對北方集成電路技術創新中心增資9900萬元,約佔合資公司擴大後註冊資本的66%。此外,美國計劃在明年1月17日將“源自美國技術”的標準從25%的比重下調至10%,以權力阻斷台積電等非美國企業向華為供貨。華為據悉正擬定對策,華為海思加速將芯片產品轉向7nm和5nm,14nm產品則分散自中芯國際投片,避開美方牽制。國信證券認為,國內半導體工藝的先進製程只有中芯國際能夠承接,料將受益於海思對外出售芯片,維持“買入”評級。
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