《股市简讯》A股半导体指数涨超2%，特朗普胜选后科技刺激预期升温

路透中文11-07

《股市简讯》A股半导体指数涨超2%，特朗普胜选后科技刺激预期升温

* 中国股市半导体板块周四早盘走强，中证全指半导体产品与设备指数.CSIH30184一度涨2.4%。

* 时隔四年，特朗普“王者归来”赢得美国总统大选，这无疑将增添对中国的悲观情绪。分析人士指出，中美两国长期竞争格局不变，美国对华战略在科技和贸易方面的围堵料持续加剧，中国决策层需未雨绸缪，政策刺激力度有望进一步加码。

* 新华社周三援引习近平近日在湖北考察时称，实现高水平科技自立自强、发展新质生产力，对科技创新和产业创新融合提出了更为迫切的需求。

* 东海证券近期报告指出，美国对华半导体、AI等限制“最终规则”落地，地缘政治不稳定或将带来半导体全球供应链的震荡升级，看好国内半导体、AI产业链国产替代与自主可控能力深化。（完）

更多股市简讯请点选CN-CMN-HOT

(发稿刘珞焱；审校吴云凌)

((luoyan.liu@tr.com; +86 021 2083 0166;))

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