金吾财讯 | 国产替代加速预期升温，半导体板块普升，华虹半导体(01347)涨3.63%，上海复旦(01385)涨3.16%，贝克微(02149)涨1.62%，晶门半导体(02878)涨1.04%，中芯国际(00981)涨0.88%。
消息面上，中泰国际表示，近期中美围绕英伟达H20芯片的争端持续发酵——中国官方建议政府场景禁用该芯片，英伟达和AMD则为获对华出口许可证，同意向美国政府缴纳在中国销售芯片收入的15%。当前贸易战整体不确定性虽下降，但关键经济体（中国、墨西哥、加拿大等）尚未达成协议，预示贸易主题仍具博弈纵深。近期，美国政府也将推出基于232条款的行业关税，包括半导体关税最高100%（设本土投资豁免条款），医药关税将逐步升至250%。在此背景下，关注国产替代、产业周期向上、内部政策提振等多重共振的半导体等硬科技、AI概念、算力基础设施等的布局机会。
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