XL二南三星（股票代码：07747）今日盘中大幅上涨9.94%，市场表现强劲。
消息面上，三星电子在最后关头与工会达成初步协议，避免了原定于今日开始的大规模罢工。作为全球最大的内存芯片供应商，三星成功化解了这场可能严重冲击全球芯片供应链的危机，消除了市场对供应中断的担忧，这一重大利好消息提振了市场对三星及其关联公司的信心。
根据协议，劳资双方就薪资及集体谈判达成共识，今年平均加薪6.2%，并为半导体部门设立了以业绩为基础的长期特别绩效奖金方案。协议的达成得益于韩国政府的紧急斡旋，有效缓解了因AI基础设施建设热潮而紧张的芯片供应压力，为相关企业股价提供了有力支撑。
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