异动解读 | 南方两倍做多三星电子盘中大跌5.01%,前期大涨后回调叠加合作不确定性引发调整

异动解读
Jun 17

南方两倍做多三星电子(07747)今日盘中大跌5.01%,成交活跃。

消息面上,该产品此前因市场传闻谷歌拟选定三星以2纳米制程代工其第十代TPU的内存输入输出裸片而连续大涨,今日出现技术性回调。目前,谷歌与三星的此项合作仍处于洽谈阶段,尚未签署正式协议,相关芯片也仍在设计阶段,预计最早于2028年才能量产,市场对合作的最终落地存在疑虑。

这种前期利好刺激下的快速上涨,在消息细节不明朗或存在不确定性时,往往容易引发获利了结盘,从而导致股价出现回调。

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