智通财经APP获悉，半导体股早盘集体承压，截至发稿，上海复旦(01385)跌4.27%，报16.6港元；华虹半导体(01347)跌4.02%，报26.25港元；中芯国际(00981)跌3.56%，报46.1港元。
消息面上，据央视新闻报道，当地时间2月10日，美国总统特朗普签署行政命令，宣布对所有进口至美国的钢铁和铝征收25%关税。特朗普当天还表示，相关要求“没有例外和豁免”。特朗普还表示，将考虑对汽车、芯片和药品征收关税。
值得注意的是，中芯、华虹四季度业绩公布在即。中芯国际将于今日盘后发布去年四季度业绩，此前公司在3Q24财报中指引4Q24营收环比0%至+2%，毛利率预计介于18%至20%之间；华虹半导体则将本周四公布业绩。
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