智通财经APP获悉，芯片股跌幅居前，截至发稿，华虹半导体(01347)跌6.96%，报34.1港元；贝克微(02149)跌4.39%，报47.9港元；中芯国际(00981)跌3.02%，报44.95港元；上海复旦(01385)跌0.19%，报26.55港元。
消息面上，据《财经杂志》报道，从多位有芯片进口需求科技公司的相关人士处获悉，有8个与半导体/集成电路相关的税号被免除加征关税，但暂时不包含存储芯片，这意味着部分流片地为美国的芯片进口关税从125%降为0。
光大证券此前指出，中美持续性高关税将推动半导体国产替代加速。关税政策为模拟、射频、存储、CPU等芯片厂商带来结构性机会。中国关税反制将抬升美系IDM厂商成本，国产芯片厂商有望获得更多市场份额；晶圆代工厂国产替代加速，成熟制程需求有望提升，利好华虹半导体和中芯国际。
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