港股华虹半导体（01347）今日盘中大涨5.16%，股价再创新高，引发市场广泛关注。截至发稿，该股报价已突破94港元，成交额超过13亿港元。
分析人士指出，华虹半导体股价强势上涨主要受益于半导体行业整体利好消息。近期，美国对华半导体出口管制政策的持续收紧反而加速了国内半导体产业的国产替代进程。中信证券表示，国内半导体产业已做好充分准备，特别是在先进存储和先进逻辑领域，国产化趋势更加明确。
此外，野村证券最新研报看好半导体设备供应商ASMPT的发展前景，将其目标价从90港元上调至125港元，并维持"买入"评级。这一利好消息也间接提振了包括华虹半导体在内的整个半导体板块。投资者普遍认为，在国产替代加速和产业链协同效应下，华虹半导体有望持续受益于行业发展机遇。
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