港股半导体股继续走高, 涨超5%,涨近4%,、、 、 跟涨。消息面上,据媒体报道,美国商务部出口管制部门负责人杰弗里·凯斯勒已通知包括、三星电子和SK海力士在内的主要半导体制造商,打算取消目前允许这些公司向其在中国的工厂运送美国芯片制造设备而无需每次申请单独许可证的全面豁免权。若豁免权被取消,这些公司位于中国大陆的工厂或将面临用于先进制程的设备和技术断供的风险。东方证券指出,台积电、三星电子和SK...
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