智通财经APP获悉，芯片股普遍走高，截至发稿，华虹半导体(01347)涨4.62%，报45.7港元；贝克微(02149)涨3.82%，报59.8港元；宏光半导体(06908)涨3.64%，报0.57港元；中芯国际(00981)涨2.09%，报53.7港元。
消息面上，美国总统特朗普周三表示，将对进口芯片和半导体产品征收100%关税，如果厂商选择在美国制造相关产品，则不会被收取关税。另值得关注的是，中芯国际、华虹半导体今日将披露二季度财报。东吴证券此前指出，中芯国际和华虹公司出于对国补Q2退坡的担忧，分别给出较低的Q2业绩指引，但根据目前各下游的景气情况和两公司的稼动率水平，该行判断两公司Q2业绩均可beat指引，边际景气维持。且Q3新国补政策的出炉，有望进一步拔高景气，看好晶圆代工行业景气向上。此外，该行认为，在美国管制持续加码的背景下，自主可控趋势不可逆不可改。
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