港股半导体拉升上涨,其中,华虹半导体大涨超9%,英诺赛科涨8.7%, 中芯国际、晶门半导体涨约4%,上海复旦、宏光半导体跟涨。 消息上,招银国际表示,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。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。 值得注意的是,自然资源部日前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...
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