半导体拉升中芯国际涨超5% 拜登拟在卸任前加强AI芯片出口管制_老虎社区_美港股上老虎

半导体拉升中芯国际涨超5% 拜登拟在卸任前加强AI芯片出口管制

金融界2025-01-09

港股半导体板块拉升，龙头中芯国际涨超5%，华虹半导体涨3.5%，宏光半导体、康特隆涨约2%，上海复旦、晶门半导体涨超1%。

消息上，据悉，美国拜登政府计划在卸任前对英伟达等公司的人工智能芯片出口实施新一轮限制。知情人士说，新的规定将对芯片交易设置三层限制，可能最快于周五发布。国开证券指出，展望2025年全年，AI、信创领域等驱动预计持续强劲，建议关注AI驱动下成长空间有望进一步打开的先进封装、存储龙头，以及充分受益于国产替代、业绩确定性强的半导体设备板块等。

责任编辑：栎树

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