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芯片股隨A股同業受捧 中芯/上海復旦/華虹續升逾5%-11%
阿思達克 11-03 10:47
A股半導體及國產芯片板塊今早分別升3%及2.8%大幅跑贏。本港相關股也全面抽升,尤其是華虹半導體(01347.HK)高見32.5元,回補8月12日大部分下跌裂口(32.7-30.9元),現造31.75,續升11.4%,成交增至1,270萬股。上海復旦(01385.HK)重越10天及百天線(12.3元及12.65元),最高見13.12元,現造12.86元,續升9.7%。

中芯國際(000981.HK)高見24.25元,暫受制百天線(24.95元),現造24元,續升5.3%,成交5,038萬股;中芯A股升逾4%報65.24元人民幣。

ASM(00522.HK)扭四連跌,由逾四個月低位回升1.7%曾高見76.3元。

《金融時報》昨天引述消息指,華為擬於上海設廠生產晶片,完全不用美國技術,突破美國出口管制帶來困難。廠房會由合作夥伴上海集成電路研發中心負責營運,首先會由成熟製程,例如45納米晶片開始,期望明年底開始生產相對先進28納米晶片,可用於製造智能電視及物聯網設備等;到後年底生產20納米晶片,用於5G網絡的電訊設備。不過;新廠房對智能手機業務幫助不大,因為技術要求更高。

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