国产替代逻辑强化 芯片股普升 中芯国际(00981)涨3.58%

金吾财讯
Aug 22

金吾财讯 | 芯片股普升,中芯国际(00981)涨3.58%,贝克微(02149)涨2.70%,华虹半导体(01347)涨2.48%,上海复旦(01385)涨1.81%,宏光半导体(06908)涨1.52%,晶门半导体(02878)涨1.06%,ASMPT(00522)涨0.15%。中信证券表示,近期特朗普在科技领域动作频繁,其政策思路出现变化,特别是对华科技政策思路引发各界关注。从原因来看,特朗普重返白宫以来,“PayPal Mafia”掌控了美国科技政策的决策与执行层,其政策思路融合了企业利益导向与MAGA理念。对美国国内而言,强调宽松监管以促进创新,同时推动本土投资和生产带动就业。对外而言,将输出“美国技术栈”视为科技战略核心,对华强硬的同时也存在交易思维,科技制裁可被当作谈判筹码。在美国科技政策思路变化下,我国相关产业链或受益于半导体关税趋缓、科技巨头投资扩张以及AI芯片管制的阶段性放松,而在中美博弈延续下,国产替代逻辑也将不断强化。

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