金吾财讯 | 半导体板块走势强劲，华虹半导体(01347)涨6.46%，上海复旦(01385)涨3.32%，中电华大科技(00085)涨2.96%，中芯国际(00981)涨3.06%，晶门半导体(02878)涨2.56%，硬蛋创新(00400)涨2.54%消息面上，据证券时报消息，自然资源部宣布我国新发现高纯石英矿，将其定为第174号矿种，主要应用于半导体和光伏等高新技术领域。该矿的设立将推动战略性资源的勘探和开采，保障两大高新技术供应链安全。此前，我国高纯石英矿高度依赖进口，新矿种的出现有望加速国产化进程，稳定供应来源。此外，美国加征关税或将推动高纯石英砂的国产替代进程，国内相关股市表现强劲，多只个股上涨。多家上市公司已在高纯石英砂领域布局，推动产品性能优化和市场导入。招银国际表示，着地缘风险加剧，该行认为中国半导体国产替代的趋势有望加速，半导体行业将会受益。同时，在全球经济、政策不确定性增加的背景下，该行预期在未来的一两周内（如新关税将于4月9日生效），全球股市将面临巨大波动。投资者可能会寻求安全港，而高股息防御策略将受到部分偏好保守策略的投资人的青睐。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.