港股半导体股逆势拉升，龙头中芯国际盘中涨超4%，华虹半导体涨近3%，上海复旦涨超2%，晶门半导体、贝克微跟涨。消息上，近日半导体板块催化不断，在英伟达重启H20对华销售后，另一家芯片巨头AMD也宣布将重启对华出口AI芯片。另外，芯片巨头ASML以及台积电相继发布超出市场预期的财报。华泰证券预计国内先进制程、存储扩产需求旺盛，半导体国产化加速，其中光刻机环节国产化亟需突破。英诺赛科（02577）低开...
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