异动解读 | 华虹半导体盘中大涨11%,AI芯片需求推动半导体股走强

异动解读
Yesterday

9月30日周二上午,港股半导体龙头华虹半导体(01347)股价表现强劲,盘中大涨11.17%,再度刷新历史新高。截至11时21分,该股报价80.85港元,成交额超28亿港元。

华虹半导体股价强势上涨的背后,主要有以下几个驱动因素:

1. 半导体行业整体走强:今日港股半导体板块普遍上涨,中芯国际、宏光半导体等多只个股均有不同程度的上涨。这反映了市场对半导体行业前景的看好。

2. AI产业发展带动芯片需求:近期,DeepSeek等AI公司发布新一代大模型,进一步推动了AI芯片的需求。华虹半导体作为重要的芯片制造商,有望从中受益。

3. 公司产能利用率高:据SEMI数据显示,华虹半导体2025年上半年产能利用率高达108.3%,远高于行业平均水平,显示出公司强劲的经营状况和市场需求。

4. 外资重返中国市场:近期有报道称,全球基金经理正重返中国市场,增加对中国资产的配置。这一趋势可能为华虹半导体等科技股带来更多的资金支持。

值得注意的是,华虹半导体本月累计涨幅已超过50%,年内累涨超270%。投资者在关注该股投资机会的同时,也应当充分评估其潜在风险。

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