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港股異動丨半導體活躍 中芯國際升超3% 中金看好關税政策下半導體國產替代機遇
格隆匯 04-17 10:05
港股半導體股普遍活躍,其在,華虹半導體升超4%,先思行升3.7%,中芯國際升超3%,晶門半導體、上海復旦、中電華大科技跟升。消息上,中金公司認為,美國“對等關税”政策對科技硬件行業造成影響,外部關税具有不確定性。根據4月13日美國海關最新的豁免名單,美國對特定商品免除“對等關税”,其中包含智能手機、計算機、交換機等產品,中國亦被包括在其中,適用的關税回到“對等關税”之前的水平。但行業仍面臨外部關税的不確定性。該行又指,外部關税的不確定性一方面並不改變行業層面經營本質和企業核心競爭力,考慮電子製造業產業鏈長且複雜的行業特點,全球消費電子行業製造格局短期很難完全遷移到美國,長期看“中國+N”的消費電子製造格局仍具有吸引力;另一方面,看好本次中國關税政策下半導體設計和製造等環節的國產替代機遇。(格隆匯)

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