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港股异动|半导体板块普涨ASM太平洋升近5%领涨
格隆汇 07-23 10:17
格隆汇7月23日丨港股半导体板块普涨,ASM太平洋(0522.HK)升近5%领涨,上海复旦涨逾4%,中芯国际涨逾3%,华虹半导体涨逾2%。个股方面,ASM太平洋今日将披露财报,此前花旗预计其封装业务将迎来改善,维持“买入”评级。中芯国际延长出售中芯国际香港(国际)全部股本截止日期至7月26日。板块方面,受日韩贸易纠纷影响,韩国7月前20天半导体出口锐减30%,中国厂商有望受益,而相关行业板块也会持续受到资金青睐。光大证券亦指,如今国内终端厂商开始将供应链向国内转移,将真正发挥出下游带动上游发展的作用,半导体国产替代加速进行。
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