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科技股反弹 中芯(00981.HK)回升6% 中央将科技提升至国家战略高度
阿思达克 05-19 10:59
在美国持续加大对中国科技限制大背景下,中央提出编制新一轮国家中长期科技发展规划,强化国家战略科技力量,将科技提升至国家战略高度。科技股继昨天受累於美国商务部限制全球晶片商向华为供货逆市捱沽下,今天股价全面反弹,尤其是昨天由逾16年高位20.7元掉头倒跌逾6%中芯(00981.HK)曾急弹8.5%高见19.48元,现造19.02元,弹6%。瑞信昨天削中芯目标价至16元及下调其评级至「跑输大市」以反映公司潜在面临美国封杀华为风险。

丘钛(01478.HK)、比亚迪电子(00285.HK)、ASM(00522.HK)、舜宇(02382.HK)及华虹(01347.HK)也弹逾2%-3.5%,後两者最强分别曾高见113.8元及16.34元,现造112.1元及16.2元,回升3.2%及3.7%。

中共中央和国务院昨晚发布的加快完善社会主义市场经济体制意见提出,构建关键核心技术攻关新型举国体制,使国家科研资源进一步聚焦重点领域/项目/单位,健全鼓励支持基础研究、原始创新体制机制,在重要领域适度超前布局建设国家重大科技基础设施。

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