港股异动 | 芯片股延续近期涨势台积电上调全年增长区间至30% 机构预计晶圆代工产能利用率将提升

智通财经2025-07-22

智通财经APP获悉，芯片股延续近期涨势，截至发稿，英诺赛科(02577)涨3.15%，报45.85港元；华虹半导体(01347)涨3.07%，报36.95港元；中芯国际(00981)涨2.96%，报48.65港元；上海复旦(01385)涨1.71%，报26.7港元。消息面上，7月17日，台积电公布2025年第二季度财务报告。数据显示，2025年第二季度台积电实现净利润近3983亿新台币，同比增长近...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2553287869?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-07-22 15:03","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2553287869","market":"hk","top_or_hot":-1,"title":"港股异动 | 芯片股延续近期涨势 台积电上调全年增长区间至30% 机构预计晶圆代工产能利用率将提升","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，芯片股延续近期涨势，截至发稿，英诺赛科(02577)涨3.15%，报45.85港元；华虹半导体(01347)涨3.07%，报36.95港元；中芯国际(00981)涨2.96%，报48.65港元；上海复旦(01385)涨1.71%，报26.7港元。消息面上，7月17日，台积电公布2025年第二季度财务报告。数据显示，2025年第二季度台积电实现净利润近3983亿新台币，同比增长近...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1320486.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 芯片股延续近期涨势 台积电上调全年增长区间至30% 机构预计晶圆代工产能利用率将提升</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 芯片股延续近期涨势 台积电上调全年增长区间至30% 机构预计晶圆代工产能利用率将提升\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-22 15:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1320486.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，芯片股延续近期涨势，截至发稿，英诺赛科(02577)涨3.15%，报45.85港元；华虹半导体(01347)涨3.07%，报36.95港元；中芯国际(00981)涨2.96%，报48.65港元；上海复旦(01385)涨1.71%，报26.7港元。消息面上，7月17日，台积电公布2025年第二季度财务报告。数据显示，2025年第二季度台积电实现净利润近3983亿新台币，同比增长近...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1320486.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0289960550.SGD","symbol_name":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1320486.html","article_id":"2553287869","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2553287869","pubTimestamp":1753167819,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，7月17日，台积电公布2025年第二季度财务报告。数据显示，2025年第二季度台积电实现净利润近3983亿新台币，同比增长近61%，单季度净利润创历史新高，净利润增速创近3年同期新高。台积电在法说会上表示，上调全年增长区间至30%，资本支出380亿-420亿美元维持不变。国泰海通证券指出，伴随工业及汽车下游开启补库，BCDAnalog下游需求有望增长，二季度及下半年晶圆代工产能利用率有望持续提升。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159813":"芯片","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","03145":"华夏亚洲高息股","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK4527":"明星科技股","BK1614":"港股-半导体","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4141":"半导体产品","EWT":"台湾ETF-iShares MSCI","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SG9999006597.SGD":"United China-India Dynamic Growth SGD","01347":"华虹半导体","BK4533":"AQR资本管理(全球第二大对冲基金)","TSM":"台积电","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","01385":"上海复旦","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","02577":"英诺赛科","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BK4612":"AI芯片","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK1589":"北水核心资产"},"translate_title":"Changes in Hong Kong stocks | Chip stocks continue recent gains, TSMC raises its full-year growth range to 30%, institutions expect foundry capacity utilization to increase","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159813":1,"EWT":0.6,"02577":0.9,"03145":0.6,"TSM":1,"01347":0.9,"01385":0.9,"TWmain":1},"content_text":"智通财经APP获悉，芯片股延续近期涨势，截至发稿，英诺赛科(02577)涨3.15%，报45.85港元；华虹半导体(01347)涨3.07%，报36.95港元；中芯国际(00981)涨2.96%，报48.65港元；上海复旦(01385)涨1.71%，报26.7港元。消息面上，7月17日，台积电公布2025年第二季度财务报告。数据显示，2025年第二季度台积电实现净利润近3983亿新台币，同比增长近61%，单季度净利润创历史新高，净利润增速创近3年同期新高。台积电在法说会上表示，上调全年增长区间至30%，资本支出380亿-420亿美元维持不变。台积电董事长暨总裁魏哲家表示，未看见客户行为改变，台积电持续支持客户强劲AI需求。国泰海通证券指出，伴随工业及汽车下游开启补库，BCDAnalog下游需求有望增长，二季度及下半年晶圆代工产能利用率有望持续提升。此外，当前国内先进制程工艺持续迭代，AI芯片有望逐步转向国内晶圆代工，而中芯国际作为布局先进制程的核心资产将有望迎来AI时代的广阔国产替代空间，给予行业“增持”评级。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2553287869","isCrawlerRequest":true}

港股异动 | 芯片股延续近期涨势 台积电上调全年增长区间至30% 机构预计晶圆代工产能利用率将提升

精彩评论

港股异动 | 芯片股延续近期涨势台积电上调全年增长区间至30% 机构预计晶圆代工产能利用率将提升