港股异动|半导体板块连涨5日多个市场半导体股票迎来显著上涨
格隆汇7月25日丨港股市场半导体板块延续了近期的强势,板块指数有望实现五连涨,具体来看,晶门科技(2878.HK)涨3.54%,ASM太平洋(0522.HK)和中芯国际(0981.HK)涨超2%。隔夜费城半导体指数周三大涨约3%。在首批上市的科创板企业中,有多家企业从事半导体行业,上市以来表现强势。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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