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　　3月5日消息，港股半导体走强，华虹半导体涨超6%，宏光半导体、上海复旦涨超4%，中芯国际等多股涨超3%。

　　消息面上，RISC-V芯片应用受到市场关注。2月28日，中国工程院院士倪光南在2025玄铁RISC—V生态大会上表示，“开源RISC—V不仅是一项技术创新，更是一场影响未来计算架构的全球化变革。”

　　天风证券认为，半导体自主可控是科技行情的重要方向，半导体国产替代需求迫切、市场空间较大、以及外部（国际政治不稳定性）和内部（大厂扩产，政策助推等）潜在催化对板块带来的催化。

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责任编辑：王若云

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