异动解读 | 英伟达HBM4供应链落地催化存储芯片股,韩国3倍杠杆ETF KORU盘中大涨5.33%

异动解读
Mar 10

Direxion Daily MSCI South Korea Bull 3x Shares(KORU)今日盘中大涨5.33%,引起了市场的广泛关注。

消息面上,韩国股市今日整体强势上扬,韩国综合股价指数(KOSPI)收盘大幅上涨。此次上涨主要由存储芯片板块领涨驱动,三星电子与SK海力士等韩国科技巨头股价飙升。核心催化因素在于英伟达下一代AI加速器“Vera Rubin”的高带宽内存(HBM4)供应链格局已明确,三星电子与SK海力士双双入选核心供应商,并预计最快于本月启动量产,该时间点与即将召开的英伟达GTC大会形成共振,极大提振了市场对韩国半导体产业链的预期。

此外,存储芯片市场供需持续紧张,价格保持强势,AI算力需求成为长期增长引擎。资金层面也显示出对韩国市场的看涨情绪,有高度关联地址同步布局韩国ETF。在韩国股市,特别是科技股暴力反弹的背景下,追踪韩国市场的3倍杠杆ETF KORU随之大幅走高。

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