8月17日，南方两倍做多海力士盘中上涨5.04%，报38.8港元，成交额10.13亿港元。
消息面上，该ETF追踪的标的SK海力士近期持续走强，美股从8月11日低点135.29美元反弹至165.67美元，累计涨幅超22%。SK集团会长崔泰源近日公开表示，明年将是内存短缺现象最为严重的一年，将引发"芯片通胀"，集团已决定在未来5年内将内存产能提高2倍。与此同时，SK海力士上半年设备投资支出超18万亿韩元，同比增逾70%，并重启大连NAND闪存二厂建设，AI存储扩产节奏明显加快。摩根大通维持增持评级，认为市场担忧过度，三季度末前将迎来股东回报方案及HBM合同定价等多重催化剂。
（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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