异动解读 | 华虹半导体盘中大涨11.17%,芯片股持续走强创历史新高

异动解读
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9月30日,港股半导体龙头华虹半导体(01347)盘中大涨11.17%,股价再度刷新历史新高,引发市场广泛关注。截至发稿,华虹半导体报价80.85港元,成交额逾28亿港元。

华虹半导体本轮涨势强劲,本月累计涨幅已超50%,年内累计涨幅更是高达270%。与此同时,整个半导体板块表现亮眼,中芯国际、宏光半导体等多只芯片股也出现不同程度上涨。

分析人士指出,华虹半导体股价大涨主要受以下因素推动:一是全球基金经理正重返中国市场,外资持续流入中国资产;二是人工智能等新兴产业快速发展带动高端芯片需求持续攀升,行业景气度明显回升;三是国内半导体产业政策支持力度加大,国家集成电路产业投资基金三期宣布新一轮投资计划。此外,华虹半导体2025年上半年产能利用率高达108.3%,显示出强劲的业务增长势头。随着中国AI产业链不断完善,市场对国产芯片的未来前景保持乐观预期。

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