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港股異動丨半導體股繼續走高 中芯國際升6%續刷階段新高 宏光半導體升約5%
格隆匯 01-21 10:57
港股半導體股持續拉昇上揚,其中,龍頭中芯國際大升6%領銜且繼續刷新階段新高,近一個月累計升幅更是高達65%。宏光半導體升約5%,晶門半導體升3%,華虹半導體、上海復旦跟升。消息上,天眼查顯示,國家人工智能產業投資基金合夥企業(有限合夥)於1月17日成立,出資額為600.6億元。算力及存儲芯片等或成重點投資方向。另外,華安證券研報指出,我國啟動成熟製程反傾銷調查,將有希望減少美國半導體對國內的低價傾銷行為,緩解市場對海外半導體擴產衝擊國內競爭格局的擔憂,利好國內模擬芯片以及自主晶圓產能建設。國金電子團隊則認為,國內啟動反傾銷調查,將有助於打擊行業內卷,穩定國內芯片價格,停止無效內卷。此外,台積電展望25年表示,半導體行業庫存恢復正常,行業整體有望增長10%。

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