华虹半导体(01347)今日盘中股价大涨逾5%,引起了市场广泛关注。
从相关新闻报道看,这一涨势或与近期国内出台利好国产芯片发展的政策措施有关。具体来看,1月13日晚,美国商务部发布新规则,对先进计算芯片和人工智能芯片实施新的出口管制;15日,荷兰也宣布将扩大半导体相关物项出口管制范围。这些举措再次印证了发展国产半导体产业的重要性和迫切性。
在此背景下,中国商务部表示,调查机关将依法对美国等地区的成熟芯片进口产品启动反倾销调查,以维护国内产业合法权益。这一决定彰显了国家大力扶持本土芯片产业发展的决心。
作为国内领先的半导体厂商,华虹半导体(01347)业绩有望在利好政策推动下进一步加速增长。据测算,国内AI算力芯片的市场空间约为300亿美元。因此,市场预期华虹半导体等公司有望受益于这一机遇,从而推动股价上涨。
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