智通财经APP获悉，芯片股逆市走高，截至发稿，宏光半导体(06908)涨8%，报0.54港元；华虹半导体(01347)涨5.32%，报36.65港元；中芯国际(00981)涨2.65%，报46.55港元；上海复旦(01385)涨1.56%，报26.1港元。
消息面上，美国政府周一披露，已启动对进口药品以及半导体对国家安全影响的调查。这被广泛视为对处方药以及半导体征收关税的前奏，并有可能进一步升级。此外，英伟达公告称，日前收到美国政府通知，H20芯片和达到H20内存带宽、互连带宽等的芯片向中国等国家和地区出口需要获得许可证。英伟达预计，第一季度业绩中，与H20产品相关的库存、采购承诺及相关准备金费用将高达约55亿美元。
值得注意的是，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，明确集成电路原产地以流片地为准，即原产地将是制造工厂所在地，而不是芯片的封装地点。伯恩斯坦研究公司分析称，由于晶圆厂的转移更困难，所以这对依赖美国晶圆厂的企业是利空。长期来看，也有利于倒逼国产替代的加速。
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