南方两倍做多三星电子今日盘中大涨9.98%，引起了市场的广泛关注。
消息面上，人工智能热潮持续推动存储芯片需求激增，存储芯片行业迎来高景气周期。存储芯片巨头SK海力士公布了创纪录的第一季度业绩，营收同比增长198.1%，营业利润同比暴增405.5%，净利润同比增加398%，远超市场预期。同时，第一季度DRAM和NAND平均销售价格分别较上一季度上涨约60%和70%。
行业分析指出，存储原厂扩产面临约束，2026年有效产能释放受限，AI驱动的需求爆发与原厂扩产错位导致缺货常态化，预计供不应求至少持续至2027年，涨价趋势将贯穿2026全年。存储行业有望维持长期高景气，这直接推动了包括南方两倍做多三星电子在内的存储概念股集体走强。
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