智通财经APP获悉，半导体股跌幅居前，截至发稿，中芯国际(00981)跌7.08%，报29.55港元；华虹半导体(01347)跌5.08%，报20.55港元；晶门半导体(02878)跌5.05%，报0.47港元；上海复旦(01385)跌4.5%，报14.44港元。
消息面上，12月23日，拜登政府宣布对中国制造的成熟制程半导体发起301贸易调查，可能会对来自中国的汽车、洗衣机、电信设备等芯片征收更多的美国关税，并将于25年1月移交给特朗普政府完成。此前，拜登已经对中国半导体征收了50%的关税，该关税将于1月1日开始生效。国信证券认为，海外持续限制将令国产半导体自主可控进一步加速。同时，伴随国产化产线的稳定量产和良率提升，国内成熟制程半导体具备一定的成本优势，物美价廉的国产半导体份额将会持续提升。
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