4月11日消息,港股三大指数震荡走高。截至午间收盘,恒生指数涨0.56%,报20798.63点,恒生科技指数涨1.68%,国企指数涨1.01%。盘面上,科网股涨跌不一,小米集团、哔哩哔哩涨超2%,快手涨近2%,京东涨近1%,腾讯控股跌超1%;半导体板块走势强劲,华虹半导体涨超19%;黄金股延续强势,赤峰黄金涨近14%。
半导体板块走势强劲,华虹半导体涨超19%。中国半导体行业协会发布关于半导体产品“原产地”认定规则的紧急通知,根据海关总署的相关规定,“集成电路”原产地按照四位税则号改变原则认定,即流片地认定为原产地。请在申报时准备好PO证明材料,以备海关核查。此外,在关税政策影响下,业内人士预计成熟制程半导体国产化进程亦有望加速。
黄金股延续强势,赤峰黄金涨近14%。隔夜公布的美国3月未季调CPI年率降至2.4%,创半年低位且低于市场预期的2.6%,强化了市场对美联储6月启动降息的预期。与此同时,特朗普政府推行的关税政策引发全球供应链震荡,投资者避险需求激增,推动COMEX黄金期货价格突破3200美元/盎司大关,年内累计涨幅超过22%。
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