今日盘中,贝克微(02149)股价大涨5.07%,表现抢眼。这一涨势与整个芯片板块的普遍上涨趋势相呼应。
数据显示,除贝克微外,其他芯片股也普遍上涨。中芯国际涨3.58%,华虹半导体涨2.48%,上海复旦涨1.81%,宏光半导体涨1.52%,晶门半导体涨1.06%,ASMPT涨0.15%。分析人士指出,这波涨势可能与近期美国科技政策的变化有关。
中信证券表示,美国前总统特朗普重返白宫后,其科技政策思路出现了变化,特别是对华科技政策引发了各界关注。新政策可能会导致半导体关税趋缓、科技巨头投资扩张以及AI芯片管制的阶段性放松,这些因素可能会对中国相关产业链产生积极影响。同时,在中美博弈持续的背景下,国产替代逻辑也将不断强化,这可能是推动贝克微等国内芯片股上涨的重要因素。
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