港股半导体股午后持续爆发，华虹半导体大涨20%
2月19日，港股半导体股午后持续爆发，华虹半导体大涨20%，晶门半导体涨超12%，宏光半导体涨超7%，中芯国际涨超6%
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%。
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