港股异动 | 芯片股尾盘走高 半导体设备进口受阻或加剧 自主可控有望不断加速
智通财经APP获悉，芯片股尾盘走高，截至发稿，上海复旦(01385)涨7.31%，报14.98港元；ASMPT(00522)涨5.07%，报76.7港元；华虹半导体(01347)涨4.79%，报20.35港元；中芯国际(00981)获净买入3.45%，报25.5港元。
消息面上，据参考消息报道，美国商会21日向会员发电子邮件称，拜登政府最早将于本周公布新的对华出口限制。国泰君安指出，美系厂商主导的刻蚀、沉积、量检测、离子注入等主要前道设备进口或进一步受阻，倒逼国产设备加速替代。此外，作为提升芯片性能的另一利器，先进封装扩产有望提速。
华龙证券指出，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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