异动解读 | 中芯国际盘中大涨5.07%,半导体行业持续受资金青睐

异动解读
Aug 27, 2025

8月27日,中芯国际(00981.HK)股价表现强劲,盘中大涨5.07%,延续了近期的上涨势头。作为全球领先的集成电路晶圆代工企业之一,中芯国际的股价走势引发了市场的广泛关注。

从盘面来看,中芯国际今日开盘后即呈现上涨态势。早盘9时42分时,该股已上涨3.02%,报57.900港元/股,成交量达1582.19万股。值得注意的是,中芯国际近5个交易日累计上涨12.29%,显示出强劲的上升动能。

分析人士指出,中芯国际股价的强势表现可能与多重因素有关。首先,半导体行业整体表现良好,行业内多只个股今日均有不同程度上涨。其次,资金面上,南向资金持续对中芯国际保持关注。虽然8月26日出现小幅净卖出,但从近期趋势来看,港股通对中芯国际的持股比例仍然较高,达到42.26%。这表明长期投资者对公司前景仍持乐观态度。最后,作为中国大陆技术最先进、规模最大的专业晶圆代工企业,中芯国际在当前全球半导体供应链重构的背景下,其战略地位愈发凸显,这可能是推动股价上涨的潜在因素之一。

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