6月29日，港股芯片股表现强势， ASMPT涨近6%， 华虹宏力涨超3%， 壁仞科技涨近3%， 中芯国际上涨0.5%
全球晶圆代工涨价预期升温，市场此前关注到台积电已向客户通知调涨先进制程价格，涨幅约5%至10%，带动晶圆代工产业链估值修复；
AI算力需求持续释放，先进封装、国产AI芯片、晶圆制造等方向继续获得资金关注。华虹宏力、中芯国际受益于晶圆代工景气预期，ASMPT则受先进封装设备需求带动，壁仞科技作为国产AI芯片方向标的，也跟随算力国产化主线走强。
6月29日，港股芯片股表现强势， ASMPT涨近6%， 华虹宏力涨超3%， 壁仞科技涨近3%， 中芯国际上涨0.5%
全球晶圆代工涨价预期升温，市场此前关注到台积电已向客户通知调涨先进制程价格，涨幅约5%至10%，带动晶圆代工产业链估值修复；
AI算力需求持续释放，先进封装、国产AI芯片、晶圆制造等方向继续获得资金关注。华虹宏力、中芯国际受益于晶圆代工景气预期，ASMPT则受先进封装设备需求带动，壁仞科技作为国产AI芯片方向标的，也跟随算力国产化主线走强。
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