芯片股随A股同业受捧 中芯/上海复旦/华虹续升逾5%-11%
A股半导体及国产芯片板块今早分别升3%及2.8%大幅跑赢。本港相关股也全面抽升,尤其是华虹半导体(01347.HK)高见32.5元,回补8月12日大部分下跌裂口(32.7-30.9元),现造31.75,续升11.4%,成交增至1,270万股。上海复旦(01385.HK)重越10天及百天线(12.3元及12.65元),最高见13.12元,现造12.86元,续升9.7%。
中芯国际(000981.HK)高见24.25元,暂受制百天线(24.95元),现造24元,续升5.3%,成交5,038万股;中芯A股升逾4%报65.24元人民币。
ASM(00522.HK)扭四连跌,由逾四个月低位回升1.7%曾高见76.3元。
《金融时报》昨天引述消息指,华为拟於上海设厂生产晶片,完全不用美国技术,突破美国出口管制带来困难。厂房会由合作夥伴上海集成电路研发中心负责营运,首先会由成熟制程,例如45纳米晶片开始,期望明年底开始生产相对先进28纳米晶片,可用於制造智能电视及物联网设备等;到後年底生产20纳米晶片,用於5G网络的电讯设备。不过;新厂房对智能手机业务帮助不大,因为技术要求更高。
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