今日港股市场，半导体板块遭遇集体下挫，其中上海复旦（01385.HK）表现尤为疲软，盘中大跌5.04%，引发市场关注。
从整体行业来看，半导体股今日普遍承压。华虹半导体（01347.HK）、中芯国际（00981.HK）等龙头企业均出现明显跌幅，分别下跌超过4%。英诺赛科（02577.HK）和宏光半导体（06908.HK）也跌幅超过2%，显示出投资者对该板块的谨慎态度。
尽管"十五五"规划有望加速半导体全产业链的突破，但短期内行业面临的挑战似乎更受市场关注。在外部限制持续的背景下，国产化进程虽有加快，但仍面临诸多不确定性。分析人士指出，虽然长期来看，国产CPU、GPU、模拟芯片等领域存在巨大的替代需求和发展机遇，但短期内行业可能仍需经历阵痛期。投资者对半导体板块的态度趋于谨慎，或是导致今日上海复旦等半导体股大幅下挫的主要原因。
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