智通财经APP获悉，易方达亚洲半导体ETF(03486)午后涨超3%再创新高，该ETF跟踪Solactive亚洲半导体精选指数，一键覆盖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3.05%，报17.9港元，报220.06万港元。
消息面上，据华尔街见闻报道，中国台湾金融监督管理委员会宣布计划将本地股票基金及主动管理型ETF对单一股票的持仓上限由10%提升至25%。受此消息提振，台积电股价盘中涨超5%，刷新历史纪录；国产芯片股今日涨势强劲，据DeepSeek官方发布，其最新推出的DeepSeek-V4模型在多项核心技术指标上取得重大突破。此外，受财报提振，美股半导体板块依旧表现出色，费城半导体指数周四上涨1.71%，连续17个交易日上涨，创历史最长连涨纪录。中原证券认为，目前半导体行业仍处于上行周期，AI为推动半导体行业成长的重要动力。
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