港股详情

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港股-半导体

2,768.489

-10.441-0.38%

涨家数：6

跌家数：3

平家数：5

市盈率：- -

高：2,870.830

开：2,783.533

低：2,760.410

收：2,778.930

成交量：1.52亿

成交额：78.63亿

市值：7,888.40亿

流通市值：5,896.50亿

数据加载中...

总览新闻资讯

每日卖空追踪 | 华虹半导体 11月17日卖空量成交102.3万股，卖空比例为2.75%

每日卖空追踪 | 中芯国际 11月17日卖空量成交288.65万股，卖空比例为4.74%

电子行业周报：中芯国际三季度产能利用率与ASP双增，百度公布昆仑芯五年路线图

科创芯片50ETF宽幅震荡，年内份额增长同类大幅领先

内存短缺引发智能手机客户的订单谨慎，给中芯国际带来压力

电子产品世界

383亿资本开支、146亿长债压顶，华虹“重资产狂奔”何时迎来盈利拐点

Ofweek维科网

全球股市汇总：市场观察

实话实说，中国拥有的光刻机，已能造5nm芯片，美国打压失效

Ofweek维科网

中芯国际，可能已是全球第2大芯片代工厂，超过三星了

Ofweek维科网

电子行业周报：摩尔线程上市在即、沐曦IPO获批，国产算力进入快车道

靖洋集团复牌一度飙升逾80% 获溢价约87%提私有化

中芯国际赵海军：产能利用率高达95.8%，全年首超90亿美元

华虹半导体盘中异动早盘急速拉升3.11%报79.650港元

靖洋集团盘中异动早盘快速拉升81.68%

靖洋集团(08257.HK)今早复牌

靖洋集团于11月17日上午起复牌

靖洋集团今早复牌

华虹半导体：2025年11月16日证券研究报告

中芯国际前三季净赚38.18亿月产能突破百万片逼近满产

【中芯国际】25Q3业绩全面超预期，强劲需求驱动2026年扩产有望加速——25Q3业绩点评

光大证券研究

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16:30","pubTimestamp":1763368215,"startTime":"0","endTime":"0","summary":"中芯国际北京时间11月17日，跌0.75%，卖空量成交288.65万股，较上一交易日减少43%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117163204976e72f3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:06","pubTimestamp":1763366802,"startTime":"0","endTime":"0","summary":"投资要点：电子板块观点：中芯国际发布三季度财报，产能利用率进一步提升，ASP环比增长3.8%，主要系产品结构优化所致，展望四季度淡季不淡，产线将继续保持满载，体现半导体行业复苏态势持续。中芯国际发布三季度财报，产能利用率进一步提升，ASP环比增长3.8%，四季度产线将继续保持满载。硬件方面，百度发布昆仑芯M100、M300及相关超节点产品，并公布五年芯片战略路线图。电子行业本周跑输大盘。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117160710a4a71b96&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117160710a4a71b96&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1610","BK1526","BK1607","00981","BK1614","09888","BK1163"],"gpt_icon":1},{"id":"2584648686","title":"科创芯片50ETF宽幅震荡，年内份额增长同类大幅领先","url":"https://stock-news.laohu8.com/highlight/detail?id=2584648686","media":"云掌财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584648686?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 15:49","pubTimestamp":1763365754,"startTime":"0","endTime":"0","summary":"截至11：22，科创芯片50ETF微跌0.2%，盘中成交额9500万，市场交投活跃。资金层面，科创芯片50ETF近60日“吸金”超38亿元，年内份额大增超26亿份，同类大幅领先！近日中芯国际发布2025年第三季度财报。第三季度，中芯国际整体实现营业收入为171.62亿元，环比增长6.9%，同比增长9.9%，为单季度收入新高；实现归母净利润15.17亿元，同比增长43.1%，环比增幅达60.64%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117154919a4a71186&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117154919a4a71186&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1163","BK1610","BK1614","BK1607","BK1526","00981"],"gpt_icon":1},{"id":"2584084617","title":"内存短缺引发智能手机客户的订单谨慎，给中芯国际带来压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2584084617","media":"电子产品世界","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584084617?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 15:20","pubTimestamp":1763364022,"startTime":"0","endTime":"0","summary":"chinastarmarket.cn 称，中国代工巨头中芯国际公布了强劲的第三季度业绩，利润同比增长 29%，但出乎市场意料之外的连锁反应：存储芯片供应紧张使智能手机客户对订单越来越谨慎。报道援引赵的话指出，客户对2026年第一季度的订单持谨慎态度。chinastarmarket.cn 称，中芯国际联席首席执行官赵海军表示担心，长期短缺可能会迫使智能手机客户在明年之前采取保守的生产计划。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117152031950952aa&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117152031950952aa&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1163","BK1610","BK1607","BK1526","BK1614","00981"],"gpt_icon":1},{"id":"2584614919","title":"383亿资本开支、146亿长债压顶，华虹“重资产狂奔”何时迎来盈利拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2584614919","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584614919?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 14:22","pubTimestamp":1763360525,"startTime":"0","endTime":"0","summary":"自境内上市以来的10个季度中，华虹有8个季度出现净利润下滑。截至2025年前三季度，华虹资本开支总额累计达383.77亿元，几乎是2024年全年营收的3倍。华虹不得不向银行借款周转资金，截至2025年前三季度末，长期借款总额达146.15亿元。20多亿元的财务成本差距，成为阻挡华虹盈利的又一座大山。上市时，华虹承诺“三年内将华力微注入发行人”，如今的收购是履行承诺之举。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117142256976e374c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117142256976e374c&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0708995583.HKD","BK1589","BK1163","BK1607","LU0052750758.USD","BK1614","LU0320764599.SGD","01347","SG9999006597.SGD","IE0034224299.USD"],"gpt_icon":1},{"id":"1176100606","title":"全球股市汇总：市场观察","url":"https://stock-news.laohu8.com/highlight/detail?id=1176100606","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1176100606?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 11:57","pubTimestamp":1763351837,"startTime":"0","endTime":"0","summary":"最新的市场观察内容涵盖了股市。该内容在道琼斯新闻社全天独家发布。0354 GMT - 花旗的分析师警告称，澳大利亚银行股票的负价格动能可能会自我强化。虽然估值倍数现已逐渐回落，但他们指出，联邦银行的_forward earnings_仍以24倍的市盈率交易，而该股的七年平均市盈率为19.1倍。他们正在关注自我强化的下行动能。他们重申对IGO、Elevra Lithium和PMET Resources的“跑赢大市”评级。华侨银行对该股维持持有评级，公允价值估计为1.45新元。该股上涨2.9%，至1.41新元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1607","BK1610","BK1614","00981","BK1163","BK1526"],"gpt_icon":1},{"id":"2584111615","title":"实话实说，中国拥有的光刻机，已能造5nm芯片，美国打压失效","url":"https://stock-news.laohu8.com/highlight/detail?id=2584111615","media":"Ofweek维科网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584111615?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 11:53","pubTimestamp":1763351636,"startTime":"0","endTime":"0","summary":"但是，大家不清楚的，虽然美国禁止了EUV，我们也没有EUV光刻机，但目前我们拥有的光刻机，是可以制造5nm芯片的，甚至理论上来讲，制造3nm也不是没可能。他说浸润式光刻机的极限，并不是7nm，在采用多重曝光之后，制造5nm没问题，甚至理论上制造3nm也是可以的。只不过，有了浸润式光刻机，要制造5nm、3nm芯片也没有想象中的容易，也需要攻克一些技术难题，所以这些芯片推出没这么快，但其实已经意味着卡不住了，你觉得呢?","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025111711540395090754&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:08","pubTimestamp":1763345338,"startTime":"0","endTime":"0","summary":"近日，中国大陆最牛的芯片代工厂中芯国际发布了三季度报表。甚至可以说，如果刨除掉三星自己给三星芯片代工下的单，可能中芯国际已经是全球第二大芯片代工厂了，超过了三星。三星都是将这些芯片的代工交给三星自己的工厂制造的，这部分其实占到了三星芯片代工业务很大的一部分。所以，如果三星将自己的一些订单剔除掉，很大的可能性，中芯国际已经是超过三星，成为全球第二名了，并且这个概率是非常高的。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511171009219508d935&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:07","pubTimestamp":1763345236,"startTime":"0","endTime":"0","summary":"市场回顾：国内电子板块持续承压，美国政府停摆结束周五科技股反弹本周受美股科技股回调及存储涨价持续发酵等因素影响，电子科技股资金持续承压，具体来看，本周电子行业指数跌4.44%，其中消费电子跌5.49%、半导体跌3.97%，光学光电跌0.81%。国产侧，11.13百度发布昆仑芯M100和昆仑芯M300以及天池256超节点和天池512超节点，沐曦IPO获批，摩尔线程发布招股说明书。武汉新芯近日完成财务资料更新，恢复IPO审核。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117100722976dd225&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:03","pubTimestamp":1763344980,"startTime":"0","endTime":"0","summary":"　　靖洋集团复牌一度飙升逾80%，截至发稿，股价上涨77.09%，报0.232港元，成交额229.62万港元。　　靖洋集团宣布，要约人 Watlow Electric Manufacturing Company 建议以计划方式，通过建议注销所有计划股份，将该公司私有化。注销价现金每股0.245港元，较停牌前收市价0.131港元溢价约87%，计划生效后，该公司将按例向联交所由请撤销股份上市地位。要约人及一致行动人为杨名翔、台仪投资事业、魏弘丽、林衍伯及范强生。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2025-11-17/doc-infxspkh6619958.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK1169","BK1614","08257"],"gpt_icon":0},{"id":"2584969059","title":"中芯国际赵海军：产能利用率高达95.8%，全年首超90亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2584969059","media":"与非网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584969059?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 09:52","pubTimestamp":1763344359,"startTime":"0","endTime":"0","summary":"赵海军表示，今年存储芯片价格大幅上涨已成定局。尽管三季度产能利用率已高达95.8%，订单量显著超过产线承载能力，但客户在年底会充分考量市场消化节奏，不会盲目扩大当期拿货规模，这也直接导致四季度营业额未出现大幅跃升。据测算，公司全年销售收入预计超过90亿美元，收入规模将踏上新台阶。对此，赵海军详细回应了相关问题。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511170956199508d265&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:38","pubTimestamp":1763343532,"startTime":"0","endTime":"0","summary":"2025年11月17日早盘09时38分，华虹半导体股票出现波动，股价急速拉升3.11%。截至发稿，该股报79.650港元/股，成交量327万股，换手率0.25%，振幅3.04%。资金方面，该股资金流入1.44494亿港元，流出7309.1万港元。华虹半导体股票所在的半导体行业中，整体涨幅为0.40%。其相关个股中，上海复旦、宏光半导体、英诺赛科涨幅较大，振幅较大的相关个股有上海复旦、宏光半导体、英诺赛科，振幅分别为4.91%、4.49%、3.14%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511170938529508c8cf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:34","pubTimestamp":1763343274,"startTime":"0","endTime":"0","summary":"2025年11月17日早盘09时34分，靖洋集团股票出现波动，股价快速上涨81.68%。截至发稿，该股报0.238港元/股，成交量231万股，换手率0.23%，振幅6.87%。靖洋集团股票所在的半导体设备与材料行业中，整体涨幅为0.13%。其相关个股中，靖洋集团、元续科技、天岳先进涨幅较大，振幅较大的相关个股有靖洋集团、天岳先进、ASMPT，振幅分别为6.87%、2.68%、1.41%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117093434a6fe16dd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:27","pubTimestamp":1763342822,"startTime":"0","endTime":"0","summary":"格隆汇11月17日丨靖洋集团(08257.HK)发布公告，该公司的股份将于今天(17/11/2025)上午九时正起恢复买卖。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20251117/31800423.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["BK1614","08257","BK1169"],"gpt_icon":0},{"id":"2584951692","title":"靖洋集团于11月17日上午起复牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2584951692","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584951692?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 09:04","pubTimestamp":1763341440,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　靖洋集团（08257）发布公告，该公司股份将于2025年11月17日上午9时正起恢复买卖。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：卢昱君","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2025-11-17/doc-infxsiaq3900514.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["08257","BK1169","BK1614"],"gpt_icon":0},{"id":"2584861171","title":"靖洋集团今早复牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2584861171","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2584861171?lang=zh_cn&edition=fundamental","pubTime":"2025-11-17 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