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　　10月6日消息，港股半导体板块回调，英诺赛科跌超5%，中芯国际、上海复旦跌超3%，晶门半导体、宏光半导体跌超1%。

　　消息面上，高盛上调中芯国际和华虹半导体港股目标价，称中国不断扩大的AI生态为半导体带来机遇。将两家公司的目标价均上调至117港元，此前中芯国际和华虹半导体目标价分别为95港元和87港元。分析师Allen Chang等人在报告中表示：“随着本土AI解决方案的发展，从模型到半导体，我们预计中芯国际和华虹半导体将成为中国领先的晶圆代工厂，并在长期受益。”

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