10月7日,港股半导体板块异动上涨,其中中电华大科技一度大涨逾25%,引发了市场广泛关注。
数据显示,中电华大科技今日以1.78港元/股开盘,盘中股价一度飙升至2.23港元/股,涨幅高达25.15%,成交量大增。同期,该公司所属的半导体板块整体表现强劲,如晶门半导体涨近32%,宏光半导体涨约44%等。
消息面上,近期有报道称中国政府最近开始敦促企业购买国内生产的人工智能芯片,而非来自英伟达等国外芯片公司的产品,以帮助提升国内芯片制造商的市场份额。资金投行人士认为,这一政策指引或将进一步推动国内芯片产业发展,激发市场对相关公司的投资热情。
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