6月18日，南方两倍做多三星电子盘中上涨5.03%，报202.7港元，成交额13.88亿港元。
消息面上，近日多项利好持续发酵：据报道，谷歌、AMD正与三星电子洽谈将部分CPU及TPU芯片委托三星代工，预计2028年量产；同时三星晶圆代工首度获得Neuralink芯片订单，采用4nm制程为其生产第四代芯片，目标2027年底量产。台积电先进制程产能持续告急是此轮订单转移的核心驱动力，多家头部芯片设计商正推行"双供应商"策略，将订单分散至台积电与三星之间以对冲产能风险。此前该产品曾因谷歌TPU代工消息连续大涨后于6月17日回调，今日重拾升势反映市场对三星代工业务结构性突破的持续认可。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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