港股異動丨半導體大幅上升 英諾賽科升近9% 國產替代加速
港股半導體拉昇上升,其中,華虹半導體大升超9%,英諾賽科升8.7%,中芯國際、晶門半導體升約4%,上海復旦、宏光半導體跟升。消息上,招銀國際表示,地緣風險加劇,該行認為中國半導體國產替代的趨勢有望加速,半導體行業將會受益。在關税政策影響下,業內人士預計成熟製程半導體國產化進程亦有望加速。值得注意的是,自然資源部日前宣佈我國新發現高純石英礦,將其定為第174號礦種,主要應用於半導體和光伏等高新技術領域。此前,我國高純石英礦高度依賴進口,新礦種的出現有望加速國產化進程,穩定供應來源。(格隆匯)

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