芯片股
半导体概念板块涵盖芯片设计、晶圆制造、设备与材料、封测等全产业链，是支撑计算、通信、汽车电子与人工智能等核心应用的关键赛道。板块总市值达 1197.74 billion HKD，24h 涨跌幅 -2.78%，25 个标的中上涨 8 个（占比 32.00%），下跌 17 个（占比 68.00%）。领涨个股为 地平线机器人-W (09660)，24h 涨幅 +4.29%。动能减弱且由少数个股领涨。要有选择性：在回调时增持优质AI硬件龙头，回避落后股；中期应以盈利可见度和利率走势为锚来决定敞口。
名称 | 最新价 | 涨跌幅 | 最新价 / 涨跌幅 | 走势图 | 价格区间 | 操作 |
|---|---|---|---|---|---|---|
 中芯国际00981 | HK$75.20¥65.02 | -1.44%-¥0.95 | HK$75.20 -1.44% | ¥64.50¥67.40 | ||
 华虹宏力01347 | HK$157.4¥136.1 | -7.02%-¥10.2 | HK$157.4 -7.02% | ¥136.1¥146.8 | ||
 兆易创新03986 | HK$600.0¥518.8 | -8.67%-¥49.2 | HK$600.0 -8.67% | ¥506.2¥568.1 | ||
 澜起科技06809 | HK$278.6¥240.9 | -22.95%-¥71.7 | HK$278.6 -22.95% | ¥240.3¥312.6 | ||
 天数智芯09903 | HK$556.5¥481.1 | -0.53%-¥2.5 | HK$556.5 -0.53% | ¥476.0¥516.2 | ||
 中兴通讯00763 | HK$26.28¥22.72 | +3.13%+¥0.69 | HK$26.28 +3.13% | ¥21.91¥23.20 | ||
 地平线机器人-W09660 | HK$4.61¥3.98 | +4.29%+¥0.16 | HK$4.61 +4.29% | ¥3.82¥4.03 | ||
 ASM PACIFIC00522 | HK$177.5¥153.4 | -6.77%-¥11.1 | HK$177.5 -6.77% | ¥153.2¥164.6 | ||
 壁仞科技06082 | HK$42.10¥36.40 | -0.89%-¥0.32 | HK$42.10 -0.89% | ¥36.36¥39.41 | ||
 英诺赛科02577 | HK$48.00¥41.50 | -2.55%-¥1.08 | HK$48.00 -2.55% | ¥41.50¥43.19 | ||
 豪威集团00501 | HK$88.35¥76.39 | +3.94%+¥2.89 | HK$88.35 +3.94% | ¥72.93¥80.76 | ||
 上海复旦01385 | HK$28.10¥24.29 | +0.35%+¥0.08 | HK$28.10 +0.35% | ¥24.10¥25.05 | ||
 长光辰芯03277 | HK$65.5¥56.6 | -9.71%-¥6.1 | HK$65.5 -9.71% | ¥56.6¥63.0 | ||
 国民技术02701 | HK$11.10¥9.59 | -1.59%-¥0.15 | HK$11.10 -1.59% | ¥9.51¥9.91 | ||
 瀚天天成02726 | HK$105.2¥90.9 | +0.95%+¥0.8 | HK$105.2 +0.95% | ¥90.1¥92.9 | ||
 爱芯元智00600 | HK$13.51¥11.68 | -0.07%-¥0.00 | HK$13.51 -0.07% | ¥11.68¥12.34 | ||
 云英谷科技03310 | HK$32.18¥27.82 | +0.75%+¥0.20 | HK$32.18 +0.75% | ¥27.61¥28.13 | ||
 先思行集团00595 | HK$1.39¥1.20 | +2.96%+¥0.03 | HK$1.39 +2.96% | ¥1.13¥1.23 | ||
 傅里叶03625 | HK$85.4¥73.8 | -0.17%-¥0.1 | HK$85.4 -0.17% | ¥72.7¥74.5 | ||
 芯智控股02166 | HK$5.18¥4.47 | -0.76%-¥0.03 | HK$5.18 -0.76% | ¥4.42¥4.62 |