智通财经APP获悉，芯片股延续近期涨势，截至发稿，华虹半导体(01347)涨5.74%，报24.85港元；晶门半导体(02878)涨5.05%，报0.52港元；中芯国际(00981)涨3.92%，报43.75港元；上海复旦(01385)涨2.61%，报15.74港元。
天风证券指出，美国新总统就职后，对华半导体政策的变化值得关注。外部地缘政治对我国半导体的限制有望持续加速本土产业链的发展，国产替代或将成为长期趋势，人工智能/先进制程等前沿科技领域的国产替代较为迫切，本土产业链的发展机会较大。此外，成熟制程芯片包含模拟/功率/MCU，随着调查的落地与进行，进一步带动国产占比，价格也有望稳步回升。
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