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A股異動丨半導體股多數上漲,盈方微漲停,上海貝嶺漲超4%
格隆匯 04-14 09:55
A股市場半導體股多數上漲,概倫電子 漲超15%,盈方微10CM漲停,思瑞浦、富滿微漲超6%,龍迅股份、納芯微漲超5%,潤欣科技、上海貝嶺漲超4%,氣派科技、國民技術、必易微、傑華特、芯原股份、翱捷科技漲超3%。消息面上,美國4月11日公佈相關備忘錄,豁免計算機、智能手機、半導體制造設備、集成電路等部分產品的“對等關稅”。中金認爲,特朗普政府對半導體及部分電子消費產品關稅進行豁免,這是此前已有半導體豁免規則的細化與落地,且是針對“對等關稅”框架下的豁免,並不意味着完全“零關稅”。這些豁免能讓消費電子產品、人工智能及其相關產業鏈“緩一口氣”,但未來也要關注美國或以國家安全爲由對半導體加徵關稅,以及相關產業鏈在高關稅下的轉移。據最新消息,美國總統特朗普表示,下週將宣佈半導體關稅稅率,半導體關稅將在不久的將來生效。

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