科技股反彈 中芯(00981.HK)回升6% 中央將科技提升至國家戰略高度
在美國持續加大對中國科技限制大背景下,中央提出編製新一輪國家中長期科技發展規劃,強化國家戰略科技力量,將科技提升至國家戰略高度。科技股繼昨天受累於美國商務部限制全球晶片商向華為供貨逆市捱沽下,今天股價全面反彈,尤其是昨天由逾16年高位20.7元掉頭倒跌逾6%中芯(00981.HK)曾急彈8.5%高見19.48元,現造19.02元,彈6%。瑞信昨天削中芯目標價至16元及下調其評級至「跑輸大市」以反映公司潛在面臨美國封殺華為風險。
丘鈦(01478.HK)、比亞迪電子(00285.HK)、ASM(00522.HK)、舜宇(02382.HK)及華虹(01347.HK)也彈逾2%-3.5%,後兩者最強分別曾高見113.8元及16.34元,現造112.1元及16.2元,回升3.2%及3.7%。
中共中央和國務院昨晚發佈的加快完善社會主義市場經濟體制意見提出,構建關鍵核心技術攻關新型舉國體制,使國家科研資源進一步聚焦重點領域/項目/單位,健全鼓勵支持基礎研究、原始創新體制機制,在重要領域適度超前佈局建設國家重大科技基礎設施。
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