智通财经APP获悉，半导体股延续涨势，截至发稿，华虹半导体(01347)涨5.08%，报36.2港元；宏光半导体(06908)涨4%，报0.52港元；晶门半导体(02878)涨3.66%，报0.425港元。中芯国际(00981)涨2.14%，报47.7港元。
消息面上，4月11日，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》，明确了集成电路原产地的认定标准，即以“晶圆流片工厂”所在地作为原产地的判定依据。平安证券表示，此次，集成电路原产地认定规则的落地，是中美贸易摩擦升级背景下的重要政策回应，我国半导体产业国产化替代进程有望进一步提速，建议关注自主可控的投资机会。
此据观察者网，当地时间4月12日，美国总统特朗普表示他将于周一（当地时间14日）公布美国政府对半导体领域关税的详细信息。银河证券研报指出，美国关税政策对中国半导体行业的影响较为有限，短期来看，依赖美国市场的企业将面临压力。长期来看，关税的影响有可能带来下游需求复苏的推迟、相关订单的取消等情况，国产替代和自主可控的企业有望受益。
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.