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港股半導體暴升!宏光半導體一度飆升超312%,中芯國際升超22%,國際投行再度聚焦半導體投資機會
港股半導體股午後升幅持續擴大,宏光半導體一度飆升超312%領跑,晶門半導體大升超90%,上海復旦、華虹半導體升超25%,中芯國際升超22%。三季度以來,外資頂級機構持續關注A股市場,尤其對半導體板塊表現出濃厚興趣。淡馬錫、紅杉資本、貝萊德、高盛、摩根士丹利等知名機構頻頻出現在多家半導體類上市公司的調研名單中。招銀國際料半導體產業可能有重新評級的機會。短期內市場動能可能持續,特別是香港上市的半導體股。看好香港半導體股在市場情緒改善和資金流入的推動下將有上升機會。

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