智通财经APP获悉，半导体股多数上扬，截至发稿，晶门半导体(02878)涨3.95%，报0.395港元；上海复旦(01385)涨3.73%，报27.8港元；中芯国际(00981)涨3.17%，报47.2港元；华虹半导体(01347)涨1%，报35.3港元。
消息面上，东莞证券近期指出，半导体行业进入业绩披露期，从已披露业绩的上市企业来看，受益AI驱动行业复苏和关键领域国产替代持续推进，半导体行业大部分细分板块业绩表现亮眼，2024年、2025年一季度营收、归母净利润实现同比正向增长。天风证券认为，当前中美技术博弈持续催化半导体产业链自主可控需求，一季报释放复苏信号，看好二季度增长动能，看好地缘政治博弈深化+周期复苏加码带来的行业板块机遇。
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