7月22日消息，港股半导体股逆势拉升，美佳音控股涨近10%，华虹半导体涨超3%，中芯国际涨超2%，上海复旦涨近2%。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。此外，美国半导体关税即将出台，时间窗口锁定8月中旬至9月之间，影响可能会超出市场预期。华泰证券预计国内先进制程、...
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