今日盘中，中芯国际（00981.HK）股价大涨5.17%，引发市场关注。截至发稿，该股报价39.25港元。与此同时，其他芯片股也纷纷走强，上海复旦涨8.61%，华虹半导体涨6.6%，ASMPT涨5.76%。
多重利好因素推动中芯国际股价上涨。首先，日本政府近日宣布对十余种半导体相关物项实施出口管制，涵盖光刻胶、高纯氟化氢、大硅片等关键材料及设备部件。分析人士认为，这将加速国产替代进程，利好国内半导体企业。其次，中美关税摩擦可能促使终端客户转向中国大陆代工产能，增加对大陆先进制程代工的需求。
资金面上，南向资金连续4日增持中芯国际，4月7日单日增持887.94万股。此外，盘中多次出现大手买入，显示机构投资者对中芯国际的持续看好。分析师普遍认为，半导体行业国产替代空间广阔，中芯国际作为中国大陆技术最先进、规模最大的专业晶圆代工企业，有望从产业链本土化中受益。
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