中芯、宏光、华虹逆势上涨，消息称拜登再收紧AI芯片出口限制

格隆汇2025-01-10

格隆汇1月10日｜港股半导体股集体上涨，其中，宏光半导体涨超7%，中芯国际涨超4%，华虹半导体涨超3%，先思行涨超2%。消息面上，拜登传再收紧英伟达等AI芯片出口限制，市场憧憬此举将有利于中国本土芯片股。彭博引述知情人士称，即将卸任的美国总统拜登为防止先进技术落入中国和俄罗斯之手，准备最后奋力一搏，要对英伟达(Nvidia)和超微(AMD)等公司的人工智能(AI)芯片出口祭出新一轮大规模的全球性...

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