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港A芯片股集體下挫 美國出台9條新規限制中國芯片業發展
格隆匯10月10日丨港A芯片概念股集體下挫。A股安集科技跌超16%,中微公司、新萊應材跌10%,北方華創跌10%跌停,廣立微跌近10%,芯源微、中科曙光、明微電子跌超8%,卓勝微跌超6%。港股上海復旦跌超12%,華虹半導體跌7%,ASMM太平洋跌超5%,中芯國際跌超4%。消息面上,美國商務部工業和安全局(BIS)以所謂的維護國家安全為由,把針對中國芯片產業的無理打壓再度升級,具體涉及9條新規定,包括將某些先進、高性能的計算機芯片和含有此類芯片的計算機商品添加到商業管制清單、對最終用途在中國的超級計算機或半導體開發及生產應用項目增加新的許可證要求、將某些半導體制造設備和相關項目添加到商業管制清單、對在中國的16納米以下非平面晶體管結構邏輯芯片或128層以上NAND閃存芯片等先進芯片生產設施增加新的許可證要求等。

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