异动解读｜芯碁微装盘中上涨6.04%，纳入港股通叠加A股强势带动H股修复

行情直击07-27

7月27日，芯碁微装(09630)盘中上涨6.04%，报298.4港元，成交额2095.62万港元。

消息面上，深交所此前公告将芯碁微装纳入深港通下的港股通标的证券名单，已于7月24日起生效，南向资金通道正式打通为股价提供新增买盘支撑。同时，公司A股上周涨幅超13%，多家券商给予"买入"评级，东吴证券研报将其定位为AI时代核心受益标的，爱建证券指出mSAP驱动LDI量价齐升、大尺寸封装打开成长空间。此前稳定价格期结束及超额配股权行使带来的短期抛压释放后，H股相对A股折让超30%，港股通纳入为AH溢价修复提供了资金通道。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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