港股異動丨半導體股拉昇 華虹半導體漲近4% 中芯國際漲近3%
港股半導體股低開高走,其中,上海復旦漲4.5%,華虹半導體漲3.8%,中芯國際漲近3%,晶門半導體、宏光半導體漲近2%。消息上,美國貿易代表辦公室將在當地時間11日就中國生產的傳統芯片(成熟製程芯片)舉行聽證會,探討進一步提高相關關稅的可能性。據美媒消息,這些芯片被廣泛應用於汽車、洗衣機和電信設備等日常用品中。天風證券認爲,半導體自主可控是科技行情的重要方向,強調半導體國產替代需求迫切、市場空間較大、以及外部(國際政治不穩定性)和內部(大廠擴產,政策助推等)潛在催化對板塊帶來的催化。(格隆匯)

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