上海复旦(01385)今天盘中大涨5.13%,引起市场广泛关注。
拜登政府正考虑进一步限制向中国出口芯片制造设备和人工智能(AI)芯片,这一消息加热了市场对中国芯片国产化概念股的投资热情。半导体作为大国战略竞争重点领域,地缘政治因素加剧全球芯片供给短缺,国内芯片产业自主可控迫在眉睫。众多机构指出,在外部压力下,国内半导体设备、材料、IP/EDA等国产化替代迎来持续加速,板块投资机会值得重视。
作为国内半导体设备生产龙头,上海复旦在行业红利下备受资金青睐,股价盘中大涨5.13%。但长期来看,美国出口管制能否持续加码、国内芯片产业实现自主可控的进度等,仍是影响上海复旦后市表现的关键所在。
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