6月2日，港股半导体板块全线走低，华虹半导体跌超5%！海外市场政策反复拖累半导体指数，一季度晶圆代工厂业绩分化。
美国政府政策反复变动。美国贸易法庭裁定特朗普关税越权，但美国一联邦上诉法院周四恢复了总统特朗普的全面关税；美国商务部要求全球三大EDA公司对华断供芯片设计软件，引发市场震荡；美国特朗普政府计划出台新规，扩大对中国科技行业的限制。受特朗普政府关税政策反复及美国4月个人消费支出环比下滑影响，上周费城半导体指数下跌。
中航证券发布研报称，晶圆代工厂业绩分化，台积电先进制程产能的头部效应凸显，1-4月总收入11888.2亿新台币，同比增长43.5%。中国大陆代工双雄中芯国际、华虹半导体产能利用率维持高位，但成熟制程面临价格压力，业绩和指引不及预期。长期来看，继续看好中芯国际先进产线的战略地位以及local for local趋势下，国内FAB的成长空间。
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