港股半导体股普遍拉升，其中，上海复旦绩后涨超6%，晶门半导体、脑洞科技涨超3%， 中芯国际涨1.6%，康泰隆、中电华大科技均有涨幅。 消息上，市场调查机构IDC报告称，全球半导体市场在2024年复苏后，预计2025年将实现稳步增长，AI需求的持续增长和非AI需求的逐步复苏是主要驱动力。此外，美国大型科技公司正敦促特朗普政府重新审视美国的全球半导体战略。这些公司称，美国所谓的“人工智能扩散规则”限制...
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