【港股异动丨半导体股活跃 中芯国际涨3.5% 传英伟达CEO黄仁勋计划访华】港股半导体股集体上涨,其中,华虹半导体涨超5%,晶门半导体涨4.6%,中芯国际涨3.5%,贝克微、康特隆、英诺赛科、中电华大科技跟涨。 消息上,据悉英伟达CEO黄仁勋计划访问中国,重申公司对中国市场的承诺。该公司计划最快在今年9月推出专为中国市场设计的符合美国出口管制的新型AI芯片。值得关注的是,知情人士透露,英伟达公司首席执行官(CEO)黄仁勋将于当地时间10日前往白宫与美国总统特朗普会面,随后于第二天启程访问中国。 有分析指出,NVIDIA中国特供芯片的推出是“双刃剑”:短期缓解算力焦虑,提振半导体板块情绪;长期强化国产替代逻辑,政策与资本将更聚焦自主可控技术。(格隆汇)

金融界
Jul 11, 2025
港股半导体股集体上涨,其中,华虹半导体涨超5%,晶门半导体涨4.6%,中芯国际涨3.5%,贝克微康特隆英诺赛科中电华大科技跟涨。 消息上,据悉英伟达CEO黄仁勋计划访问中国,重申公司对中国市场的承诺。该公司计划最快在今年9月推出专为中国市场设计的符合美国出口管制的新型AI芯片。值得关注的是,知情人士透露,英伟达公司首席执行官(CEO)黄仁勋将于当地时间10日前往白宫与美国总统特朗普会面,随后于第二天启程访问中国。 有分析指出,NVIDIA中国特供芯片的推出是“双刃剑”:短期缓解算力焦虑,提振半导体板块情绪;长期强化国产替代逻辑,政策与资本将更聚焦自主可控技术。(格隆汇)

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