中芯国际（00981.HK）今日盘中大跌5.05%，引发市场广泛关注。同时，港股半导体板块普遍承压，多只芯片股出现不同程度下跌。
消息面上，美国商务部于4月14日（当地时间）发布通知，称已启动对半导体及半导体制造设备进口的调查，以评估其对美国国家安全的影响。这一消息被市场解读为美国可能对半导体进口征收关税的前奏，直接打击了包括中芯国际在内的半导体行业股票。
据悉，此次美国商务部的调查范围广泛，将评估传统芯片和尖端芯片的进口情况。调查不仅涵盖所有半导体的进口，还包括用于制造这些半导体的设备，以及含有这些部件的电子产品。这一举措可能对全球半导体供应链产生重大影响，尤其是对中国半导体企业的出口业务构成潜在威胁。作为中国大陆最大的芯片代工企业，中芯国际的股价表现直接反映了投资者对这一政策风险的担忧。
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