金吾财讯 | 半导体概念股集体下跌，截至发稿，宏光半导体(06908)跌13.24%，华虹半导体(01347)跌7.81%，贝克微(02149)跌3.5%，上海复旦(01385)跌2.7%，中芯国际(00981)跌2.39%。消息面上，据媒体近期报道，美国商务部致函台积电，要求从11日开始停止向中国大陆客户供应7纳米及更先进工艺的AI芯片。消息人士称，台积电通知受影响客户，将从11日起暂停相关芯片发货。另有报道称，最新的管控措施仅限AI/GPU相关芯片，用于手机、汽车和通信的芯片不受影响。中信证券表示，在特朗普上台可能加剧科技竞争的背景下，市场对出现美国限制中国大陆企业获取台积电先进制程芯片代工等更加严格管控的情形的担忧加剧。对中国大陆企业尤其是AI芯片企业而言，中国大陆“可用的先进制程”与国际的先进制程成为两套供应链体系，国产相关晶圆厂或依托于国产设备供应链扩产，长期扩大收入增长空间，并有望带来盈利能力改善。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.