AV CONCEPT HOLD(00595)今日盘中股价大幅下跌8.93%，引发市场关注。
消息面上，此次下跌主要受到港股芯片板块整体回调的影响。据报道，芯片设计巨头Arm在美股盘前交易中股价大幅跳水，跌幅超过7%。其首席执行官Rene Haas在电话会议上表示，公司目前产品供应不足，无法满足新的订单需求。这一负面消息引发了市场对芯片行业供应链的担忧，进而拖累港股市场相关芯片股全线走低，AV CONCEPT HOLD作为其中一员也未能幸免。
尽管短期受到外围市场情绪冲击，但相关研究指出，国产芯片产业正处在周期上行的拐点，从产量、出口到AI算力、存储及政策支持等方面均展现出积极的发展态势。
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