港股異動丨半導體股普升,中芯國際升超4%,華虹半導體升3%
港股半導體股持續活躍,其中,龍頭中芯國際升超4%領銜,晶門半導體升3.7%,華虹半導體升3%,上海復旦升超2%。消息上,天風證券表示,長期來看,外部地緣政治影響帶來的不確定性有望加快中國大陸半導體產業鏈國產替代的步伐。國信證券認為,通過與DeepSeek等國產大模型的適配,國內全功能GPU對複雜AI任務的支持能力將得到驗證和優化,有助於國內AI全產業鏈發展,繼續推薦相關半導體公司中芯國際等。另外,日前中芯國際一季度指引為:銷售收入環比增長6-8%,毛利率預計在19%-21%之間。(格隆匯)

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