中芯国际(00981)今日盘中大跌超5%，引发市场广泛关注。半导体板块整体承压，华虹宏力等个股亦同步走弱。
消息面上，长鑫科技于7月27日登陆科创板，基础募资约579亿元，机构预计上市后市值或达2至3万亿元。这一巨型IPO带来的资金虹吸效应持续压制半导体板块，机构投资者为配置长鑫科技，持续减持中芯国际等流动性较好的半导体龙头股。
此外，南向资金对中芯国际的抛压显著加剧，7月29日北水对中芯国际全天净卖出超20亿港元。板块资金分流效应仍在持续发酵，导致中芯国际股价承压明显。
中芯国际(00981)今日盘中大跌超5%，引发市场广泛关注。半导体板块整体承压，华虹宏力等个股亦同步走弱。
消息面上，长鑫科技于7月27日登陆科创板，基础募资约579亿元，机构预计上市后市值或达2至3万亿元。这一巨型IPO带来的资金虹吸效应持续压制半导体板块，机构投资者为配置长鑫科技，持续减持中芯国际等流动性较好的半导体龙头股。
此外，南向资金对中芯国际的抛压显著加剧，7月29日北水对中芯国际全天净卖出超20亿港元。板块资金分流效应仍在持续发酵，导致中芯国际股价承压明显。
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