异动解读 | 半导体板块持续走强,中芯国际盘中大涨5.04%

异动解读
25 Jun

中芯国际(00981)今日盘中大涨5.04%,延续了近期半导体板块的强劲表现。该股已连续4个交易日上涨,引发市场广泛关注。

造成中芯国际股价上涨的主要原因有以下几点:首先,半导体板块整体延续升势,带动了中芯国际等龙头企业的股价上涨。其次,南向资金持续看好中芯国际,连续4天净买入该股,累计净买入金额达19.60亿港元,显示出投资者对公司前景的信心。最后,市场传闻美国商务部计划撤销对在中国大陆运营晶圆厂的半导体企业的"无限期豁免",这一政策变化可能对国内半导体产业链产生影响,引发了投资者对本土晶圆厂的关注。

分析人士指出,半导体行业作为国家重点发展的战略性新兴产业,中芯国际作为行业龙头企业,有望持续受益于产业政策支持和市场需求增长。然而,投资者也需关注全球半导体行业的竞争格局变化和地缘政治风险对公司未来发展的潜在影响。

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