中芯國際(0981.HK)快速拉昇漲超8%
格隆匯5月19日丨華為被美列入“實體清單”,港股芯片巨頭中芯國際(0981.HK)在經歷昨天的高開低走後,今日重新上漲,目前快速拉昇漲8.25%報19.42港元,暫成交16.4億港元,最新總市值1034億港元。機構普遍認為,華為限令的影響仍有待觀察,但作為芯片龍頭股的中芯國際或因此迎來真正國產替代的歷史良機,凸顯長期成長性邏輯。另外,中芯國際亦於5月15日獲得國家大基金二期的注資。公告顯示,國家大基金二期與上海集成電路基金二期同意分別向附屬公司中芯南方注資15億美元、7.5億美元,按匯率換算約合計注資近160億人民幣。此前,中芯國際先後發佈歷史營收最好季報、迴歸A股等一系列利好消息,刺激公司股價暴漲創2004年以來新高。


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