港股详情

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港股-半导体

2,894.117

-28.815-0.99%

涨家数：4

跌家数：6

平家数：4

市盈率：- -

高：2,914.676

开：2,888.952

低：2,836.647

收：2,922.932

成交量：8,448.76万

成交额：63.64亿

市值：8,260.33亿

流通市值：6,188.04亿

数据加载中...

总览新闻资讯

“AI 颠覆一切” 席卷股票市场何处是安全避风港？高盛给出关键词：HALO

季度业绩前瞻 | 中芯国际：预测全年营业收入751.11~812.80亿元

中芯国际这次真够抢风头的

Ofweek维科网

美国拟2027年起禁采中芯国际等中国实体半导体

全球技术地图

芯智控股02月24日主力净流入86.7万元散户资金抛售

中芯国际出货增长印证AI应用高景气，智能芯片股轮番上涨

证券市场周刊

中芯国际25Q4营收超预期，保持高强度资本开支

华虹半导体探底回升涨约2% 机构指华力微未来注入有望带来积极影响

中芯国际2月13日获融资买入3.36亿元，融资余额126.60亿元

2300亿！中国第2大芯片代工厂，靠“落后工艺”，同样赚疯了

Ofweek光电信息网

国海证券：维持华虹半导体“买入”评级

南方财经网

中芯国际盘中异动早盘股价大跌3.02%

【券商聚焦】国泰海通：AI入口胜负手在于基模和生态

华虹半导体盘中异动股价大跌3.00%报95.450港元

【券商聚焦】交银国际维持华虹半导体(01347)买入评级指华虹九厂加速放量

港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)

AI行业点评：大模型演进路径逐渐清晰算力或供不应求

电子行业周报：中芯国际25Q4收入环增超指引；CYBERCAB量产下线

中信建投证券

机构集体期待A股马年“开门红”，给出春季行情两大主线

每日卖空追踪 | 上海复旦 02月23日卖空量成交8万股，卖空比例为3.83%

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18:53","pubTimestamp":1771930428,"startTime":"0","endTime":"0","summary":"半导体产业链的本土化转移正在重塑市场格局，2025年全年，中芯国际中国区收入占比持续攀升，四季度这一比例达到87.6%。中芯国际为手机厂商代工的主要是电源管理、显示驱动等成熟制程产品，而非旗舰机型的核心处理器。在业绩向好背景下，中芯国际推进了两项资产交易。这些供应商多是中芯国际客户，公司在这个细分市场有一定影响力，可以持续提供存储芯片相关代工服务。从中长期看，中芯国际面临的是机遇与挑战并存的局面。","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=nesSN20260224185424a4c2bbc0&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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芯智控股股价涨0.67%，报收3.02元，成交金额204.2万元，换手率0.14%，振幅4.00%，量比1.73。芯智控股今日主力资金净流入86.7万元，上一交易日主力净流出0万元。该股近5个交易日上涨6.34%，主力资金累计净流入86.7万元；近20日主力资金累计净流入125.5万元，其中净流入天数为2日。","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=nesSN20260224161730a719092a&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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15:48","pubTimestamp":1771919320,"startTime":"0","endTime":"0","summary":"伴随AI应用落地加速，晶圆代工厂、AI芯片、半导体等细分行业业绩稳步增长，部分龙头股价表现出色。2月10日，晶圆代工龙头中芯国际(688981.SH)公布了2025年第四季度业绩快报，公司利润大增且全年晶圆出货量和产能利润率均达到历史高位，印证了国产芯片的旺盛需求。从业绩预告来看，部分智能芯片公司实现收入和净利润的同步增长。","market":"us","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://finance.eastmoney.com/a/202602243652685666.html","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":"stock_eastmoney","symbols":["603893","SGXZ81163826.USD","00981","BK1526","BK1607","LU1064130708.USD","688981","BK1163","BK4588","BK0214","SGXZ49509284.SGD","BK4535","BK4585","LU1064131003.USD","BK1614","BK1610","LU2148510915.USD"],"gpt_icon":1},{"id":"2613076241","title":"中芯国际25Q4营收超预期，保持高强度资本开支","url":"https://stock-news.laohu8.com/highlight/detail?id=2613076241","media":"申万宏源","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613076241?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 14:15","pubTimestamp":1771913733,"startTime":"0","endTime":"0","summary":"2)公司A股公告2025年第四报实现营业收入178.13亿元，YoY+11.9%，毛利率为17.4%。12寸晶圆对三季度营收贡献加大。根据港股公告，公司26Q1指引销售收入环比持平；毛利率约18-20%之间；26年全年资本开支与25年相比大致持平。公司25Q4折旧摊销持续提升，同时保持高强度资本，25Q4折旧与摊销成本10.7亿美元，YoY+26%，QoQ+7.4%；25Q4资本开支24.08亿美元，环比25Q3提升。调整盈利预测，维持“买入”评级。根据公司25Q4业绩及26Q1指引、股本变化、少数股东权益和减值情况。","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=nesSN20260224142934a4c1ba85&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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13:57","pubTimestamp":1771912674,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华虹半导体股价探底回升，早盘曾跌超3%，午后股价上扬，暂报100.5港元，涨幅2.13%，成交额13.63亿港元。公司25Q4 资本开支为6.335 亿美元，其中5.59亿美元用于华虹12 寸工厂，7450 万美元用于华虹8 寸工厂。整合产能与工艺优势，华力微未来注入有望带来积极影响。根据公告，华力微2024年实现营业收入49.88 亿元人民币、净利润5.2 亿元，具备稳定的盈利能力，合并后有望增厚上市公司盈利能力。","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=nesSN20260224142354a7189cae&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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13:55","pubTimestamp":1771912517,"startTime":"0","endTime":"0","summary":"截至2月13日，中芯国际融资融券余额合计126.78亿元。融资方面，中芯国际当日融资买入3.36亿元。融券方面，中芯国际2月13日融券偿还8140.00股，融券卖出8250.00股，按当日收盘价计算，卖出金额96.47万元；融券余量15.81万股，融券余额1848.79万元，低于近一年20%分位水平，处于低位。截至9月30日，中芯国际股东户数33.62万，较上期增加33.27%；人均流通股6134股，较上期减少25.41%。2025年1月-9月，中芯国际实现营业收入495.10亿元，同比增长18.22%；归母净利润38.18亿元，同比增长41.09%。","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=nesSN20260224135949a71889bc&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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13:39","pubTimestamp":1771911560,"startTime":"0","endTime":"0","summary":"南方财经2月24日电，国海证券发布关于华虹半导体（01347.HK）的研报，维持“买入”评级。2025Q4收入6.60亿美元，同比+22.4%，毛利率13.0%，受益于ASP提升及降本增效；电源管理、闪存等产品驱动增长。2026年12英寸产品具提价空间，新厂产能释放及“ChinaforChina”趋势支撑量价齐升，但折旧压力仍存。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202602243652598896.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_eastmoney","symbols":["01347","LU0052750758.USD","BK0174","BK0183","688347","BK1607","BK0276","BK1163","LU0708995583.HKD","BK1589","SG9999006597.SGD","BK0188","IE0034224299.USD","BK0028","LU0320764599.SGD","BK1614"],"gpt_icon":0},{"id":"2613750670","title":"中芯国际盘中异动 早盘股价大跌3.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613750670","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613750670?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 10:31","pubTimestamp":1771900279,"startTime":"0","endTime":"0","summary":"2026年02月24日早盘10时31分，中芯国际股票出现波动，股价急速跳水3.02%。截至发稿，该股报68.950港元/股，成交量1999.68万股，换手率0.33%，振幅2.67%。中芯国际股票所在的半导体行业中，整体涨幅为2.42%。其相关个股中，兆易创新、天数智芯、顺泰控股涨幅较大，振幅较大的相关个股有兆易创新、天数智芯、爱芯元智，振幅分别为13.31%、7.17%、6.82%。","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=nesSN20260224103119a717debd&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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4Q25营收6.599亿美元，环比升3.9%，接近之前指引上限。毛利率13.0%，为之前指引中位数，环比降0.5个百分点。管理层指引1Q26营收为6.5-6.6亿美元，指引毛利率13-15%。2025年资本开支为18.1亿美元，同比降34%。该机构预测公司2026/27年毛利率分别为14.2%/16.2%。该机构乐见九厂加速落地和继续扩产，维持买入评级，上调目标价到120港元，对应3.9倍2026年市净率。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1975343","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01347","BK1614","LU0320764599.SGD","688347","BK1163","SG9999006597.SGD","BK1589","LU0052750758.USD","IE0034224299.USD","LU0708995583.HKD","BK1607"],"gpt_icon":0},{"id":"2613972755","title":"港股概念追踪 | 存储芯片涨价潮愈演愈烈，行业全面进入卖方市场(附概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2613972755","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613972755?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 07:05","pubTimestamp":1771887922,"startTime":"0","endTime":"0","summary":"SK海力士在电话会上释放强烈信号：存储行业已全面进入卖方市场。受AI真实需求驱动及洁净室空间受限影响，今年存储价格将持续上涨。鉴于目前的生产计划，很难在2026年对HBM和标准型DRAM的产线进行有意义的调整。盛宝市场首席投资策略师Charu Chanana表示，这表明AI存储芯片市场供应依然紧张，三星在高端芯片市场重新获得了定价话语权。兴业证券称，整体来看，2026年存储行业难以形成规模化有效供给。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1406428.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":["07709","688347","BK1614","BK1610","07747","SG9999006597.SGD","LU0052750758.USD","LU0708995583.HKD","00981","IE0034224299.USD","LU1171460220.USD","BK4585","01347","09347","01385","BK1589","688981","BK1526","688385","LU0320764599.SGD","BK4588","BK1607","BK1163"],"gpt_icon":0},{"id":"2613718531","title":"AI行业点评：大模型演进路径逐渐清晰 算力或供不应求","url":"https://stock-news.laohu8.com/highlight/detail?id=2613718531","media":"中银证券","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613718531?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 00:00","pubTimestamp":1771862400,"startTime":"0","endTime":"0","summary":"2026 年春节前后，大模型行业发生较大变革，在新模型发布、AI 应用深化与模型定价都发生了事件级变化。算力涨价成为新迹象，凸显算力供应瓶颈，算力产业链有望持续受益。评级面临的主要风险模型升级不及预期、国产算力供应不及预期、应用接受度不及预期。","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=nesSN20260224191224a4c2cb5f&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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21:18","pubTimestamp":1771852716,"startTime":"0","endTime":"0","summary":"春节假期最后一天港股的亮眼表现，令机构们对A股马年“开门红”充满期待。就A股未来整体走势而言，多位券商分析师认为，节后春季行情有望延续。科技产业春晚集体“路演”回顾央视马年春晚，科技元素全面“霸屏”。多份机构研报指出，在流动性宽裕、“日历效应”、政策支持、产业趋势等多因素支撑下，科技有望成为A股春节后的行情主线。","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=nesSN20260223212100a4bf20fe&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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| 上海复旦 02月23日卖空量成交8万股，卖空比例为3.83%","url":"https://stock-news.laohu8.com/highlight/detail?id=2613739967","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2613739967?lang=zh_cn&edition=fundamental","pubTime":"2026-02-23 16:30","pubTimestamp":1771835421,"startTime":"0","endTime":"0","summary":"上海复旦北京时间02月23日，涨1.2%，卖空量成交8万股，较上一交易日减少59.6%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","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=nesSN20260223163231a4be7c8c&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, 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