上海复旦(01385)逆市涨5.76% 机构指被美方列入贸易黑名单对需求方面影响有限

金吾财讯
Sep 16

金吾财讯 | 上海复旦(01385)逆市走强,截至发稿,涨5.76%,报40港元,成交额4.01亿港元。消息面上,摩根士丹利研究报告指,美国将上海复旦列入贸易黑名单,原因包括指控该公司涉嫌收购或试图收购涉及高性能芯片生产的美国原产物品等,以支持中国军事现代化。该机构认为公司对黑名单导致供应链中断已做好充分准备,公司自2023年起开始在本地晶圆厂进行晶圆流片,并逐步将FPGA生产从台湾转移至中国大陆。该行认为需求方面影响有限,因去年海外销售仅占公司总收入6%。然而,短期可能出现沽售压力,因美国的资产管理公司将被禁止交易上海复旦的股份。

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