异动解读 | 中芯国际盘中大跌5.02%,大基金减持与半导体板块承压拖累股价

异动解读
Jun 08

中芯国际今日盘中大跌5.02%,引发了市场关注。

消息面上,国家集成电路产业投资基金(大基金)对中芯国际H股的多头持仓比例已降至8%以下,并同期减持了沪硅产业、德邦科技等多只半导体标的。此外,南向资金上周大幅净卖出中芯国际近28亿港元,市场恐慌情绪有所发酵。

半导体板块今日整体延续弱势,英诺赛科、华虹半导体、兆易创新、澜起科技等个股均出现不同程度下跌,板块联动效应明显。中芯国际在上周五H股已大跌7.18%,今日盘中延续了此前的调整走势。

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