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港股异动 | 半导体股午后跌幅扩大 地缘政治加剧芯片供应短缺 机构指自主可控将持续加速

Zhitong Finance ·  Nov 14, 2024 06:12

半导体股午后跌幅扩大,截至发稿,宏光半导体(06908)跌16.18%,报0.57港元;晶门半导体(02878)跌7.14%,报0.52港元;华虹半导体(01347)跌5.64%,报21.75港元。

智通财经APP获悉,半导体股午后跌幅扩大,截至发稿,宏光半导体(06908)跌16.18%,报0.57港元;晶门半导体(02878)跌7.14%,报0.52港元;华虹半导体(01347)跌5.64%,报21.75港元;上海复旦(01385)跌1.16%,报15.38港元。

消息面上,据媒体近期报道,美国商务部致函台积电,要求从11日开始停止向中国大陆客户供应7纳米及更先进工艺的AI芯片。消息人士称,台积电通知受影响客户,将从11日起暂停相关芯片发货。另有报道称,最新的管控措施仅限AI/GPU相关芯片,用于手机、汽车和通信的芯片不受影响。

华龙证券指出,半导体为大国竞争重要领域,地缘政治加剧芯片供应短缺,自主可控迫在眉睫。另外,随着特朗普当选后可能加大对华科技禁运与贸易制裁,我国半导体自主可控不仅势在必行,且将不断加速。华泰证券表示,半导体出口限制范围如果进一步扩大,短期对中国半导体产业或造成一定影响,长期或促进国产替代。

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