港股異動丨半導體股普升 中芯國際升超2% 台積電業績亮眼反映AI熱潮持續
半導體芯片股普遍上升,其中,權重股中芯國際升超2%,康泰隆升約7%,宏光半導體升近4%,貝克微、晶門半導體、華虹半導體、上海復旦跟升。消息上,台積電公佈的二季度淨利潤3983億元台幣,同比大增60.7%,超出市場預期並創下歷史新高,主要得益於人工智能應用領域對半導體需求的激增。另外,近日,英偉達重啟H20對華銷售後,另一家芯片巨頭AMD也宣佈將重啟對華出口AI芯片。隨着一系列利好持續發酵,市場對半導體板塊的情緒較此前也明顯復甦。中泰證券研報表示,在AI投資與消費電子補貼等支持下,一季度電子板塊業績大幅回暖。向後看,二季度電子行業景氣度繼續高企,AI熱潮帶動算力芯片及相關硬件需求旺盛,企業資本開支增加,半導體板塊維持高增長態勢。(格隆匯)

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