上海复旦(01385)今天盘中大涨7.74%,引发市场广泛关注。这一大涨或与近期美国加大对华半导体设备出口限制措施有关,有利于加速国内企业在半导体领域的自主可控。
根据市场消息,美国政府最早可能于本周公布对华新的出口限制措施,美系厂商主导的刻蚀、沉积等主要前道半导体设备进口可能进一步受阻。这将迫使中国加快半导体自主可控步伐,推动国产设备加速替代。
作为国内半导体行业龙头企业之一,上海复旦或将从这一局势中获益。预计未来其在半导体设备等领域将加大投入,抓住自主可控机遇实现加速发展。
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