華虹半導體(1347.HK)快速拉昇再創歷史新高 中芯國際(0981.HK)跳水
格隆匯12月18日丨華虹半導體(1347.HK)盤中快速拉昇,一度漲近8%至48.05港元,股價再創歷史新高,市值超600億港元,該股年內漲幅超160%。昨日四部委發文明確芯片、集成電路行業的税收優惠政策。另外,目前手機主芯片明顯缺貨,芯片價格上漲,機構預期缺貨情況會至少延續到明年一季度。中信證券近日指,華虹半導體有望受益8英寸晶圓產能吃緊,12英寸晶圓廠擴產有望超預期,認為公司2020年業績處於拐點,後續有望持續向好。值得注意的是,同為芯片行業的中芯國際(0981.HK)午後一度跳水跌5.39%。該股16日盤中一度大跌超5%,因聯合CEO梁孟鬆提交辭呈,同時因美國政府11月發佈有關美國投資者不得交易部分中國企業股票的指令,中芯國際先後被納斯達克指數和MSCI指數剔除。

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