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港股異動丨半導體股走強 上海復旦大升超20%
上海復旦升20.20%、中芯國際升13.95%、華虹半導體升12.50%。華泰證券指出,在在地化生產及國內消費電子需求修復背景下,Q2國內晶圓代工企業處於較為滿載狀態,中芯國際及華虹產能利用率分別為85.2%和97.9%,Q3在智能手機等消費電子需求旺季驅動下,我們認為產能利用率有望保持提升趨勢。該行指出,當前中芯和華虹一年期前向PB估值仍處於歷史較低水平,看好後續估值修復行情。

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