智通财经APP获悉，芯片股延续跌势，截至发稿，华虹半导体(01347)跌7.5%，报70.25港元；上海复旦(01385)跌6.43%，报39港元；晶门半导体(02878)跌1.96%，报0.5港元；中芯国际(00981)跌1.87%，报73.45港元。
消息面上，据媒体周三援引了一位美国官员和三位听取过美国政府简报人士报道，白宫正在考虑对使用美国软件生产、出口到中国的产品进行管制，此消息令美股进一步下跌，其中EDA 软件股跳水。消息人士称，该计划并非唯一考虑方案，也可能不会实施。值得注意的是，英伟达确认已完全退出中国AI芯片市场，美光计划对华停供服务器芯片。
首创证券发布研报称，中美在半导体和稀土方面的穿透性出口管制标志着贸易摩擦已转变为上游核心技术和原材料的对抗，其中美国实行半导体出口管制将加速国内产业链自主可控，实现国产替代。招商证券认为，在美国持续加强出口管制背景下，国内自主可控进程加速，同时2026年国内偏先进产线扩产有望提速，预计也将带动国内设备/零部件板块订单积极预期和国产替代进程。
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