今日盘中，华虹半导体（01347.HK）股价大涨5.14%，延续了近期的强劲涨势。市场分析人士认为，这一涨幅主要受益于芯片国产化预期增强以及南向资金持续加仓等因素。
中金公司最新发布的研报指出，贸易摩擦升级对中国半导体设计企业的影响有限。报告认为，关税政策整体有利于加速半导体芯片国产化，中国市场有足够大的空间消化本土设计企业产品。这一观点提振了投资者对华虹半导体等国内芯片企业的信心。
此外，南向资金连续5个交易日增持华虹半导体股票，显示出内地投资者对公司发展前景的看好。数据显示，截至4月16日收盘，港股通共持有华虹半导体34516.52万股，占流通股26.19%。持续的资金流入为股价上涨提供了有力支撑。
值得注意的是，华虹半导体近期表现抢眼，过去5个交易日累计上涨18.64%。在全球半导体行业景气度回升的大背景下，华虹半导体作为国内领先的芯片制造商之一，有望从行业复苏中获益。投资者对公司未来业绩增长的预期可能也是推动股价上涨的重要因素之一。
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