23:43影响评分 1010TSMC领涨A股科技,半导体板块六月涨37.9%A股半导体板块六月大涨37.9%,港股科技股逆势走强,受AI与芯片需求驱动。台积电、鸿海等权重股领涨,多家投行看好中国AI生态与国产替代前景。SemiconductorsElectronic chemicalsStorage conceptsTSMC、Foxconn 等 4 家市场分析展开相关厂商TSMC、Foxconn、MediaTek、Himax Technologies影响评分10 / 100,低影响