异动解读|上海复旦盘中上涨5.3%,地缘局势缓和叠加美债收益率回落提振半导体板块

行情直击
Jun 15

6月15日,上海复旦盘中上涨5.3%,报28.22港元/股,成交额7253.61万港元。

消息面上,伊美谅解备忘录披露,要求30天内解除海上封锁并重新开放霍尔木兹海峡,地缘紧张局势显著缓和;同时美国10年期国债收益率下跌6个基点至一个月低点4.4197%,利好成长股估值修复。港股半导体板块全线飙涨,华虹半导体涨10.99%、兆易创新涨8.65%、澜起科技涨6.03%、中芯国际涨5.93%。此外,A港同源半导体资产中港股性价比凸显,板块资金回流明显。公司作为国内FPGA龙头,近期百度智能云团队到访交流,AI驱动半导体产业变革的预期为股价提供额外支撑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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