2月19日消息，港股半导体概念股持续冲高，截至发稿，华虹半导体涨超21%，上海复旦涨超11%，中芯国际涨超8%创新高。

　　消息上，美国总统特朗普表示，将对进口汽车征收25%左右的关税，他将在4月2日就此话题发表更多声明。特朗普还表示，4月还可能对药品和半导体芯片部门开征25%的关税，至少有一部分关税年内还会提高。

　　银河证券研报称，看好国产算力需求爆发和半导体制造产业链天花板抬升。在内部需求爆发和地缘政治的共同影响下，我国半导体产业链相关企业将获得更多的验证机会和场景，步入良性循环。

　　在机构看来，DeepSeek带动整个人工智能产业将成为今年A股及港股的主线，中国科技股或迎来价值重估的行情。此外，伴随港股活跃度上升，市场结构正逐步从红利向科技板块切换。在AI变革大背景下，港股科技公司有望在产业生命周期迎来“第二春”，其估值体系也将面临重新定价。

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