智通财经APP获悉，半导体股午后跌幅扩大，截至发稿，晶门半导体(02878)跌7.84%，报0.47港元；华虹半导体(01347)跌5%，报20.9港元；中芯国际(00981)跌4.66%，报25.6港元；上海复旦(01385)跌2.99%，报14.28港元。
消息面上，华龙证券研报指出，半导体为大国竞争重要领域，地缘政治加剧芯片供应短缺，自主可控迫在眉睫。另外，随着特朗普当选后可能加大对华科技禁运与贸易制裁，我国半导体自主可控不仅势在必行，且将不断加速。华泰证券表示，半导体出口限制范围如果进一步扩大，短期对中国半导体产业或造成一定影响，长期或促进国产替代。
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