智通财经APP获悉，易方达亚洲半导体ETF(03486)涨超2%，高见17.15港元创新高，该ETF追踪Solactive亚洲半导体精选指数，覆盖SK海力士、台积电、中芯国际、华虹半导体等30家亚洲半导体龙头。截至发稿，涨2.45%，报17.14港元，成交额800.82万港元。
消息面上，3月以来存储、晶圆代工等环节同步开启涨价潮，行业从去库存周期全面转入补库存阶段。AI算力需求爆发成为核心引擎，HBM（高带宽内存）供需缺口持续扩大，SK海力士等头部存储企业订单饱满，盈利超预期增长。此外，台积电近期发布的一季报超预期，且法说会对AI景气度的乐观展望，为整个算力产业链注入了强心剂。
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