港股详情

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上海复旦

29.650

+0.5501.89%

成交量：568.20万

成交额：1.64亿

市值：243.43亿

市盈率：39.55

高：29.850

开：28.300

低：27.950

收：29.100

数据加载中...

总览公司新闻公告

上海复旦(01385)上涨4.87%，报21.55元/股

港股异动 | 芯片股再度走高互联网巨头加码AI相关投资机构称芯片制造为AI产业主要瓶颈

【港股通】上海复旦(01385)由跌转涨5.74% 公司称新一代制程的PSoC产品已小批量供货

港股异动 | 芯片股全线回落华虹半导体(01347)跌超7% 晶圆代工厂商或面临成熟制程价格压力

【港股半导体板块早盘震荡走弱，华虹半导体跌超7%】港股半导体板块早盘震荡走弱，华虹半导体跌超7%，晶门半导体、宏光半导体、中芯国际、上海复旦跟跌。

南向资金2月19日净买入上海复旦177.60万股连续3日增持

港股半导体股午后持续爆发，华虹半导体大涨20%

老虎资讯综合

港股午评|恒生指数早盘跌0.29% 芯片板块持续走强

芯片股逆市走强中芯国际(00981)涨7.32% 机构称去年全球半导体市场规模同比增长19.8%

【港股异动丨半导体股逆势上涨华虹半导体大涨超10% 中芯国际涨4.6%】港股半导体芯片股逆势上扬，其中，华虹半导体大涨超10%表现最佳，晶门半导体涨7%，上海复旦涨超5%，中芯国际涨4.6%，宏光半导体涨超3%。消息上，美国总统特朗普表示，将对进口汽车征收25%左右的关税，他将在4月2日就此话题发表更多声明。特朗普还表示，4月还可能对药品和半导体芯片部门开征25%的关税，至少有一部分关税年内还会提高。银河证券研报称，看好国产算力需求爆发和半导体制造产业链天花板抬升。在内部需求爆发和地缘政治的共同影响下，我国半导体产业链相关企业将获得更多的验证机会和场景，步入良性循环。此外，市场研究公司国际数据公司（IDC）最新发布的《全球半导体技术供应链情报报告》显示，全球对AI和高性能计算（HPC）的需求将继续上升，全球半导体市场预计2025年将增长超过15%。

港股异动 | 半导体股逆势走强华虹半导体(01347)大涨超10% 晶门半导体(02878)涨近7%

智通财经网

异动解读 | 上海复旦股价盘中大涨6.81% 半导体板块全面走强是主因

芯片股午后急升华虹半导体(01347)涨14.23% 机构指DeepSeek等有助于国内AI全产业链发展

港股半导体股午后走强，华虹半导体(01347.HK)大涨14%，晶门半导体(02878.HK)涨超11%，宏光半导体(0

港股午评|恒生指数早盘冲高回落涨0.18% 芯片股再度走高

【港股异动丨半导体股普涨，中芯国际涨超4%，华虹半导体涨3%】港股半导体股持续活跃，其中，龙头中芯国际涨超4%领衔，晶门半导体涨3.7%，华虹半导体涨3%，上海复旦涨超2%。消息上，天风证券表示，长期来看，外部地缘政治影响带来的不确定性有望加快中国大陆半导体产业链国产替代的步伐。国信证券认为，通过与DeepSeek等国产大模型的适配，国内全功能GPU对复杂AI任务的支持能力将得到验证和优化，有助于国内AI全产业链发展，继续推荐相关半导体公司中芯国际等。另外，日前中芯国际一季度指引为：销售收入环比增长6-8%，毛利率预计在19%-21%之间。

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公司称新一代制程的PSoC产品已小批量供货","url":"https://stock-news.laohu8.com/highlight/detail?id=2512498047","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512498047?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 13:45","pubTimestamp":1740030315,"startTime":"0","endTime":"0","summary":"金吾财讯 | 上海复旦(01385)午后短线拉高，并由跌转涨，截至发稿，涨5.74%，报21.2港元，成交额2.94亿港元。消息面上，日前，复旦微电(688385)近日在接待机构投资者调研时表示，公司的PSoC产品融合了FPGA、DSP、GPU、ASIC等功能，向高性能异构化硬件和统一开放化软件的方向发展，能深度支持复杂逻辑、运动控制、图像处理、人工智能等融合应用。以28nm制程为主的PsoC产品目前比较成熟，销售情况良好；新一代制程的PSoC产品已有小批量产品供客户验证使用。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjNiOTNjODIxNjM4MTUzMTI5MQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953556","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["HSCEI","01385","YANG","HSTECH","BK1163"],"gpt_icon":0},{"id":"2512446580","title":"港股异动 | 芯片股全线回落 华虹半导体(01347)跌超7% 晶圆代工厂商或面临成熟制程价格压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2512446580","media":"智通财经","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512446580?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 10:21","pubTimestamp":1740018098,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，芯片股全线回落，截至发稿，华虹半导体跌6.66%，报35.75港元；晶门半导体跌5.97%，报0.63港元；中芯国际跌4.05%，报49.7港元；上海复旦跌2.94%，报19.46港元。消息面上，国产晶圆代工厂商此前密集扩产。大摩指出，华虹8英寸成熟工艺节点面临竞争下的潜在定价压力；汇丰则认为，目前中芯国际股价未能反映定价压力、关税影响及需求能见度疲弱。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1252006.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0052750758.USD","LU0708995583.HKD","LU0320764599.SGD","BK1163","BK1607","159813","BK1589","01385","BK1610","BK1526","02878","01347","IE0034224299.USD","SG9999006597.SGD"],"gpt_icon":1},{"id":"2512463653","title":"【港股半导体板块早盘震荡走弱，华虹半导体跌超7%】港股半导体板块早盘震荡走弱，华虹半导体跌超7%，晶门半导体、宏光半导体、中芯国际、上海复旦跟跌。","url":"https://stock-news.laohu8.com/highlight/detail?id=2512463653","media":"金融界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512463653?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 10:08","pubTimestamp":1740017317,"startTime":"0","endTime":"0","summary":"港股半导体板块早盘震荡走弱，华虹半导体跌超7%，晶门半导体、宏光半导体、中芯国际、上海复旦跟跌。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/20100848272928.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["01385","YANG","BK0214","BK1607","HSCEI","LU0320764599.SGD","LU1064130708.USD","BK1589","SG9999006597.SGD","SGXZ81163826.USD","01347","BK1526","LU0708995583.HKD","SGXZ49509284.SGD","688981","LU0052750758.USD","06908","BK1610","159582","LU1064131003.USD","BK1163","HSTECH","02878","IE0034224299.USD","LU2148510915.USD"],"gpt_icon":0},{"id":"2512450628","title":"南向资金2月19日净买入上海复旦177.60万股 连续3日增持","url":"https://stock-news.laohu8.com/highlight/detail?id=2512450628","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512450628?lang=zh_cn&edition=fundamental","pubTime":"2025-02-20 09:30","pubTimestamp":1740015019,"startTime":"0","endTime":"0","summary":"2月19日, 南向资金增持上海复旦177.60万股，连续3日增持。截止当日收盘，港股通共持有上海复旦8405.71万股，占流通股29.56%。上海复旦近5个交易日上涨5.97%，港股通累计增持608.90万股；近20个交易日上涨33.85%，港股通累计增持51.80万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250220093157a24c772c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:36","pubTimestamp":1739943379,"startTime":"0","endTime":"0","summary":"2月19日，港股半导体板块逆势走高，$华虹半导体(01347)$涨超8%，$上海复旦(01385)$、$英诺赛科(02577)$、$晶门半导体(02878)$涨超3%，$中芯国际(00981)$涨超2%。","market":"hk","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"910a79be371f25305bb0a22deeac3b07","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0708995583.HKD","HSCEI","159582","BK1607","LU0320764599.SGD","IE0034224299.USD","01385","LU0052750758.USD","SG9999006597.SGD","HSTECH","BK1163","01347","00981","BK1589","YANG","07226"],"gpt_icon":1},{"id":"2512426581","title":"港股午评|恒生指数早盘跌0.29%   芯片板块持续走强","url":"https://stock-news.laohu8.com/highlight/detail?id=2512426581","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512426581?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 12:00","pubTimestamp":1739937611,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数跌0.29%，报22911点；恒生科技指数涨0.37%。港股早盘成交1519亿港元。半导体股逆势走强，花旗发表报告指出，中芯与华虹对近期需求持乐观态度，主要由于客户因关税担忧而提前下单，并受惠于政策支持。华虹半导体大涨超17%，中芯国际涨6%。中兴通讯 早盘涨超7%，本月底将发布年度业绩，机构称其芯片子公司中兴微电子面临重估。柏能集团再涨近9%，本月底将发年度业绩，预期全年纯利不少于约2.5亿港元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1251498.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["HSTECH","BK1589","BK1116","LU0320764599.SGD","HSI","LU0708995583.HKD","BK1163","01385","159813","LU0052750758.USD","BK1607","HSCEI","03898","BK1526","BK1565","BK1610","02833","IE0034224299.USD","513600","BK1171","SG9999006597.SGD","IE0032431581.USD","HHImain","MCHmain","YANG"],"gpt_icon":1},{"id":"2512453371","title":"芯片股逆市走强 中芯国际(00981)涨7.32% 机构称去年全球半导体市场规模同比增长19.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2512453371","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512453371?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 10:11","pubTimestamp":1739931077,"startTime":"0","endTime":"0","summary":"金吾财讯 | 芯片股逆市走强，截至发稿，华虹半导体 涨17.82%，晶门半导体涨12.07%，上海复旦涨8.72%，中芯国际涨7.32%，中电华大科技涨6.52%。预计2025年全球半导体市场规模将提升到7189亿美元，同比增长13.2%。据悉，亦庄新城YZ00-0606街区0001地块测量成果报告书的建设单位显示为中芯京城集成电路制造（北京）有限公司。据一名接近中芯国际人士确认，该地块为中芯京城二期规划用地。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7f00232e4312f85492f07df627e52231","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953437","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00981","BK1607","BK1526","159582","BK1589","BK1610","LU0320764599.SGD","IE0034224299.USD","688981","00085","SG9999006597.SGD","LU1064130708.USD","SGXZ81163826.USD","BK0214","LU2148510915.USD","SGXZ49509284.SGD","LU0708995583.HKD","02878","159813","01385","BK1163","LU0052750758.USD","LU1064131003.USD"],"gpt_icon":1},{"id":"2512592143","title":"【港股异动丨半导体股逆势上涨 华虹半导体大涨超10% 中芯国际涨4.6%】港股半导体芯片股逆势上扬，其中，华虹半导体大涨超10%表现最佳，晶门半导体涨7%，上海复旦涨超5%，中芯国际涨4.6%，宏光半导体涨超3%。 消息上，美国总统特朗普表示，将对进口汽车征收25%左右的关税，他将在4月2日就此话题发表更多声明。特朗普还表示，4月还可能对药品和半导体芯片部门开征25%的关税，至少有一部分关税年内还会提高。 银河证券研报称，看好国产算力需求爆发和半导体制造产业链天花板抬升。在内部需求爆发和地缘政治的共同影响下，我国半导体产业链相关企业将获得更多的验证机会和场景，步入良性循环。 此外，市场研究公司国际数据公司（IDC）最新发布的《全球半导体技术供应链情报报告》显示，全球对AI和高性能计算（HPC）的需求将继续上升，全球半导体市场预计2025年将增长超过15%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2512592143","media":"金融界","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512592143?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 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| 半导体股逆势走强 华虹半导体(01347)大涨超10% 晶门半导体(02878)涨近7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2512914336","media":"智通财经网","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512914336?lang=zh_cn&edition=fundamental","pubTime":"2025-02-19 09:47","pubTimestamp":1739929628,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，半导体股逆势走强，截至发稿，华虹半导体涨10.43%，报34.4港元；晶门半导体涨6.9%，报0.62港元；中电华大科技涨5.8%，报1.46港元；上海复旦涨4.36%，报199.14港元；中芯国际涨3.14%，报49.35港元。此外，花旗发表报告指出，中芯国际及华虹半导体均公布去年第四季业绩，由于国内需求回暖，两间公司收入分别同比增长32%及18%。该行称，中芯与华虹对近期需求持乐观态度，主要由于客户因关税担忧而提前下单，并受惠于政策支持。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"7f00232e4312f85492f07df627e52231","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1251450.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["LU0052750758.USD","SG9999006597.SGD","BK1163","00085","LU0320764599.SGD","02878","01347","LU0708995583.HKD","BK1610","BK1526","BK1607","01385","IE0034224299.USD","BK1589","159582"],"gpt_icon":1},{"id":"1145890821","title":"异动解读 | 上海复旦股价盘中大涨6.81% 半导体板块全面走强是主因","url":"https://stock-news.laohu8.com/highlight/detail?id=1145890821","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145890821?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 13:48","pubTimestamp":1739771306,"startTime":"0","endTime":"0","summary":"上海复旦今日盘中股价大涨6.81%,引发了市场的广泛关注。从相关新闻来看,半导体产业链板块整体大涨是主要原因之一。今日盘中,中芯国际、晶门半导体、华虹半导体等半导体股均有不同程度上涨,带动整个半导体板块走强。上海复旦作为国内领先的半导体公司之一,当前也处于被机构看好的状态,因此在板块行情走强时也体现出较大涨幅。但具体对该公司业绩的影响,仍需进一步观察分析。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["01385"],"gpt_icon":0},{"id":"2512994766","title":"芯片股午后急升 华虹半导体(01347)涨14.23% 机构指DeepSeek等有助于国内AI全产业链发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2512994766","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512994766?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 13:36","pubTimestamp":1739770598,"startTime":"0","endTime":"0","summary":"消息面上，TrendForce调查显示，今年第一季度NAND Flash市场持续面临供过于求的挑战，导致价格持续下滑，供应商面临亏损困境。机构认为，NAND Flash市场供需结构将有望在下半年显著改善，包含原厂减产、智能手机库存去化、AI及DeepSeek效应等因素将推升NAND Flash需求，从而缓解供过于求的局面，预期下半年也将迎来价格回升。国信证券认为，通过与DeepSeek等国产大模型的适配，国内全功能GPU对复杂AI任务的支持能力将得到验证和优化，有助于国内AI全产业链发展。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1953269","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00981","01385","02878","159813","01347"],"gpt_icon":0},{"id":"2512293991","title":"港股半导体股午后走强，华虹半导体(01347.HK)大涨14%，晶门半导体(02878.HK)涨超11%，宏光半导体(0","url":"https://stock-news.laohu8.com/highlight/detail?id=2512293991","media":"美港电讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512293991?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 13:19","pubTimestamp":1739769541,"startTime":"0","endTime":"0","summary":null,"market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.ushknews.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_meigang","symbols":["HSTECH","02878","BK1589","688981","LU0320764599.SGD","LU0708995583.HKD","BK1163","01385","LU0052750758.USD","BK1607","00981","LU1064130708.USD","HSCEI","SGXZ81163826.USD","BK0214","BK1526","07226","159582","BK1610","LU2148510915.USD","06908","IE0034224299.USD","SGXZ49509284.SGD","SG9999006597.SGD","LU1064131003.USD","01347","YANG"],"gpt_icon":0},{"id":"2512996611","title":"港股午评|恒生指数早盘冲高回落涨0.18%    芯片股再度走高","url":"https://stock-news.laohu8.com/highlight/detail?id=2512996611","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512996611?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 12:00","pubTimestamp":1739764845,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数涨0.18%，报22661点；恒生科技指数跌0.11%。早盘港股成交2528亿港元。腾讯 早盘一度突破500港元后回落，涨4%。芯片股再度走高，DeepSeek有望拉动推理侧算力需求增长，中芯与华虹对近期需求持乐观态度。中芯国际涨3.18%，报47港元；华虹半导体涨5%。黑芝麻智能早盘涨8%，机构称市场对国产智能驾驶芯片重新定价，公司与比亚迪长期合作。创维集团现跌超7%，集团将对存货计提减值，预期全年纯利同比下滑35%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1250497.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1589","HSI","IE0032431581.USD","BK1163","BK1610","HHImain","00981","IE0034224299.USD","LU0708995583.HKD","BK1526","513600","03898","BK1171","159813","YANG","BK1607","BK1565","02833","HSTECH","LU0052750758.USD","LU0320764599.SGD","MCHmain","HSCEI","BK1116","01347","01385","SG9999006597.SGD"],"gpt_icon":1},{"id":"2512599889","title":"【港股异动丨半导体股普涨，中芯国际涨超4%，华虹半导体涨3%】港股半导体股持续活跃，其中，龙头中芯国际涨超4%领衔，晶门半导体涨3.7%，华虹半导体涨3%，上海复旦涨超2%。 消息上，天风证券表示，长期来看，外部地缘政治影响带来的不确定性有望加快中国大陆半导体产业链国产替代的步伐。国信证券认为，通过与DeepSeek等国产大模型的适配，国内全功能GPU对复杂AI任务的支持能力将得到验证和优化，有助于国内AI全产业链发展，继续推荐相关半导体公司中芯国际等。另外，日前中芯国际一季度指引为：销售收入环比增长6-8%，毛利率预计在19%-21%之间。","url":"https://stock-news.laohu8.com/highlight/detail?id=2512599889","media":"金融界","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2512599889?lang=zh_cn&edition=fundamental","pubTime":"2025-02-17 10:44","pubTimestamp":1739760268,"startTime":"0","endTime":"0","summary":"港股半导体股持续活跃，其中，龙头中芯国际涨超4%领衔，晶门半导体涨3.7%，华虹半导体涨3%，上海复旦涨超2%。 消息上，天风证券表示，长期来看，外部地缘政治影响带来的不确定性有望加快中国大陆半导体产业链国产替代的步伐。国信证券认为，通过与DeepSeek等国产大模型的适配，国内全功能GPU对复杂AI任务的支持能力将得到验证和优化，有助于国内AI全产业链发展，继续推荐相关半导体公司中芯国际等。另外，日前中芯国际一季度指引为：销售收入环比增长6-8%，毛利率预计在19%-21%之间。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/02/17104448194842.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["002736","HSCEI","601162","YANG","159582","01385","688981","02878","01347","00981"],"gpt_icon":0}],"pageSize":16,"totalPage":13,"pageCount":4,"totalSize":200}]}}