金吾财讯 | 港股半导体板块表现强势，截至发稿，天域半导体（02658）涨11.68%，天利控股集团（00117）涨6.94%，天岳先进（02631）涨6.41%，华虹宏力（01347）涨4.35%，基本半导体（09971）涨3.17%，英诺赛科（02577）涨2.52%。消息面上，工业和信息化部、国家发展改革委近日联合印发《电子信息制造业发展“十五五”规划》。《规划》预计，到2030年，我国电子信息制造业在全球产业格局中发挥举足轻重作用，规模以上企业营业收入突破30万亿元，在集成电路、先进计算、消费电子、基础电子、能源电子等领域涌现一批长板技术和产品，形成具有竞争力的世界一流企业。方正证券认为，AI发展促使晶圆厂建设、产线改造和设备更新保持持续投入，半导体设备仍是未来几年高景气方向。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.