异动解读|南方东英SK海力士每日杠杆最多2x产品盘中上涨12.5%,OpenAI发布新模型提振AI存储需求预期

行情直击
Sep 07

9月7日,南方东英SK海力士每日杠杆最多(2x)产品盘中上涨12.5%,报39.66港元,成交额3.84亿港元。

消息面上,OpenAI于9月3日发布新一代AI模型GPT-6Astra,称其为公司迄今能力最强的模型,市场对AI算力及存储需求的预期再度升温。日韩股市今日双双高开,底层标的SK海力士韩股盘中涨近6%,三星电子涨超4%,存储芯片巨头铠侠涨超7%。此前9月5日美股存储板块已强劲反弹,SK海力士ADR大涨8.14%,闪迪涨近12%,美光涨超6%。此外,野村证券维持SK海力士"买入"评级,指出存储市场供给缺口巨大,供需紧张格局料延续,当前估值严重被低估。该杠杆产品作为SK海力士的2倍杠杆ETF,放大了底层标的的涨幅。

(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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