南方两倍做多海力士（07709）今日盘中大涨9.35%，引起投资者关注。这只杠杆ETF的表现与其追踪的标的股票SK海力士密切相关。
据南韩媒体《BusinessKorea》报道，SK海力士对人工智能芯片制造商英伟达供应的第六代高频宽内存（HBM4）价格较前一代HBM3E提高超过50%，达到560美元。SK海力士已于3月向英伟达交付全球首款HBM4 12层样品，并在6月开始供应首批产品。这种新型内存将配合英伟达计划于明年下半年推出的下一代AI芯片Rubin使用。
这一消息表明SK海力士在高端内存市场的定价能力显著提升，有望带来更高的利润率。作为一只两倍杠杆ETF，南方两倍做多海力士放大了SK海力士股价的日间涨幅，因此出现了显著的盘中上涨。然而，投资者应当注意，杠杆ETF的风险也相应增加，日间波动可能会更加剧烈。
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