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港股異動丨中芯國際漲超6%再創新高 月內累計升幅超50% 市值站上4600億港元
格隆匯 02-26 11:21

港股半導體大幅上漲,其中,龍頭中芯國際大漲超6%,高見58港元再度刷新歷史新高,月內累計升幅超50%,總市值站上4600億港元。消息上,特朗普政府正在草擬更嚴格的半導體限制措施,並向關鍵盟友施壓,要求他們升級對中國芯片產業的限制。有機構指出,電子半導體2025年或迎來全面復甦,產業競爭格局有望加速出清修復,產業盈利週期和相關公司利潤有望持續復甦。浦銀國際日前稱,短期來看,國內對於消費電子產品的補貼,以及海外地緣政治帶來的提前拉貨,使中芯國際訂單需求較高,產能利用率維持較好水平,產品組合有所改善,並對公司長期國產化爲需求以及龍頭優勢保持樂觀。該公司指引今年首季收入同比增長35%,毛利率爲20%,維持高位或上揚態勢。(格隆匯)

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