异动解读|华虹宏力盘中上涨3.03%,电子信息产业利好政策叠加高盛买入评级提振半导体板块

行情直击
11 hours ago

9月16日,华虹宏力盘中上涨3.03%,报108.9港元,成交额1.51亿港元,延续近日反弹势头。

消息面上,电子信息产业近日迎来利好政策,明确推动集成电路全链条攻关,港股芯片相关板块集体走强。同时,高盛近日发表研报,给予华虹宏力"买入"评级,目标价335港元,认为AI需求及本土化趋势将驱动中国半导体行业资本开支未来数年增长10%至15%,公司作为特色工艺龙头直接受益。此外,公司近期完成收购华力微97.4988%股权,交易对价约82.68亿元,华力微成为公司全资子公司,有望增强12英寸晶圆代工产能及工艺互补能力。当前半导体板块整体偏强,壁仞科技涨4.05%、澜起科技涨1.8%、中芯国际涨1.56%,板块联动提振市场情绪。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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