港股异动 | 半导体股走强，中芯国际、华虹半导体涨近6%
6月30日，港股半导体股盘初走强，中芯国际、华虹半导体涨近6%，上海复旦涨超4%。
消息面上，据媒体报道，国家集成电路产业投资基金三期正在调整重点，旨在解决光刻机和EDA软件等关键短板。浙商证券此前发布研报称，国家大基金三期重点支持设备和零部件加速国产替代，同时北京、上海等多地政府成立专项基金，配套税收优惠、人才便利政策，重点支持半导体产业链自主可控。
此外，美国近期计划撤销半导体豁免政策。东方证券指出，台积电、三星电子和SK海力士等半导体制造商在中国大陆的工厂在其全球供应链中具有重要地位。这些工厂同时具有中国大陆的市场、政策、资源和人才等成本优势，及母公司的技术和设备优势。若豁免权取消，其相较本土晶圆厂竞争设备和技术优势将受削弱，利好本土晶圆厂。美国商务部对中国出口管制多次加码，政策不确定性风险持续，供应链国产化势在必行。
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