港股異動 | 芯片股上漲,昨夜美股芯片ETF大漲10%
uSMART盈立智投11月5日,港股早盤低開,但是芯片股造好。華虹半導體漲超4%,中芯國際漲近1%,主要系跟隨昨夜美股芯片股行情。美股三倍做半導體ETF(SOXL)昨夜大漲10%。
值得注意的是,A股半導體板塊近期也動作頻頻,除了亮眼的三季報之外,號稱「國家隊」的大基金二期,也開始對半導體產業加速佈局。繼15億元投資入股芯片設備龍頭北方華創後,大基金二期又參與國內封測龍頭企業華天科技的定增,投資11.3億元。
截至目前,大基金二期對外投資的項目包括中芯國際、中芯南方、中芯京城、睿力集成、紫光展銳、華潤微、南大光電、中微公司、北方華創、華天科技等近20家公司。
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