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港股異動丨半導體股逆勢上升 華虹半導體大升超10% 中芯國際升4.6%
格隆匯 02-19 09:52
港股半導體芯片股逆勢上揚,其中,華虹半導體大升超10%表現最佳,晶門半導體升7%,上海復旦升超5%,中芯國際升4.6%,宏光半導體升超3%。消息上,美國總統特朗普表示,將對進口汽車徵收25%左右的關税,他將在4月2日就此話題發表更多聲明。特朗普還表示,4月還可能對藥品和半導體芯片部門開徵25%的關税,至少有一部分關税年內還會提高。銀河證券研報稱,看好國產算力需求爆發和半導體制造產業鏈天花板抬升。在內部需求爆發和地緣政治的共同影響下,我國半導體產業鏈相關企業將獲得更多的驗證機會和場景,步入良性循環。此外,市場研究公司國際數據公司(IDC)最新發布的《全球半導體技術供應鏈情報報吿》顯示,全球對AI和高性能計算(HPC)的需求將繼續上升,全球半導體市場預計2025年將增長超過15%。(格隆匯)

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