港股異動 | 半導體板塊繼續大漲 上海復旦(1385.HK)漲逾13%
格隆匯6月26日丨半導體板塊延續近期強勢大漲居前,上海復旦(1385.HK)漲13.34%、華虹半導體(1347.HK)漲5.17%、中芯國際(0981.HK)漲4.01%再創新高。中信建投指,半導體產業鏈尤其是EDA、設備和材料的國產化替代迫在眉睫,國家政策、資金持續加碼,大基金二期將重點關注半導體材料與設備。預計半導體設備和材料將加速國產替代,龍頭企業具備較大成長空間,晶圓代工廠、半導體設備廠、半導體材料廠等將持續受益。國信證券指,華虹半導體合理PB估值範圍3-3.1倍,對應40-42港元,維持業績預測和“買入”評級。中芯國際合理PB估值範圍5-6倍,對應46-48港元,維持業績預測和“買入”評級。

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