11月18日，港股半导体板块逆市走强，其中华虹半导体（01347）表现尤为亮眼，盘中大涨7.41%，领跑半导体股。截至发稿，华虹半导体报83.55港元，中芯国际（00981）涨3.7%，上海复旦（01385）涨2.54%。
分析人士指出，半导体板块的强势表现主要受益于以下几个因素：首先，人工智能需求持续旺盛，带动算力、存储和先进封装需求；其次，存储芯片价格大幅上涨，提振了整个行业的盈利预期；最后，国产化替代进程加速，为本土半导体企业带来更多机遇。
华虹半导体近期的业绩表现亮眼，进一步增强了投资者信心。公司第三季度销售收入达6.352亿美元，同比增长20.7%，环比增长12.2%，超越市场预期。值得注意的是，公司产能利用率高达109.5%，显示出强劲的市场需求。此外，华虹半导体在模拟与电源管理芯片、非易失性存储芯片等领域的优势，使其有望在行业发展浪潮中持续受益。
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