今日盘中，港股上市公司英诺赛科（02577）股价出现显著上涨，涨幅达5.26%，引发市场关注。分析人士认为，这一涨势很可能与最新的半导体行业消息有关。
据报道，美国商务部工业与安全局（BIS）计划撤销台积电、三星和SK海力士等海外半导体巨头在华工厂的"经验证最终用户"（VEU）授权。这一举措将使这些公司在中国大陆的工厂难以获得美国先进制造设备和材料，可能会显著影响其在中国的扩产计划。
市场分析认为，这一政策变化可能会加速中国半导体行业的国产化进程。作为国内知名的半导体企业，英诺赛科有望从中受益。随着海外巨头在华扩产受限，国内半导体公司可能获得更多市场份额和发展机会。投资者对英诺赛科未来发展前景的乐观预期，可能是推动其股价上涨的主要原因。
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