上海复旦今日盘中股价大幅下挫，跌幅达10.20%，引发了市场关注。
消息面上，此次下跌与半导体板块整体回调密切相关。据报道，国家集成电路产业投资基金（大基金）近期减持了德邦科技、沪硅产业等公司的股份，同时根据港交所文件显示，大基金对中芯国际的多头持仓比例也有所降低。此外，有业内机构指出，在持续上涨后，当前A股半导体板块交易拥挤度已来到历史高位，短期存在技术性回调或波动风险。
上海复旦作为半导体设计公司，其股价受到板块整体情绪的影响而出现显著下跌。尽管AI高景气需求和自主可控逻辑为行业带来长期支撑，但短期资金面的变化引发了市场的获利了结行为。
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