金吾财讯 | 芯片股随大市走高，截至发稿，华虹半导体(01347)涨5.44%，晶门半导体(02878)涨4.60%，中芯国际(00981)涨3.34%，贝克微(02149)涨3.26%，ASMPT(00522)涨1.45%。消息面上，据央视新闻，7月2日，德国西门子股份公司收到美国政府的通知称，美国已取消对中国芯片设计软件的出口限制。根据公司声明，这家德国供应商已恢复中国客户对其软件和技术的全面访问。同日，新思科技表示7月2日收到美国商务部工业和安全局的通知，称与中国相关的出口限制现已撤销，立即生效。新思科技正在努力恢复在中国销售最近受到限制的产品，并将继续评估与中国相关的出口限制对其业务、运营结果和财务的影响。
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