异动解读|南方两倍做多海力士盘中上涨6.12%,SK海力士董事长称明年AI芯片需求或增长100%提振市场情绪

行情直击
Jul 21

7月21日,南方两倍做多海力士盘中上涨6.12%,报56.08港元,成交额2.65亿港元。

消息面上,SK集团董事长崔泰源近日表示,明年AI半导体需求预计较今年增长60%-100%,整体存储需求增幅达50%-60%,而供给端几乎无实质性扩产计划,供需缺口将持续扩大,全球供应争夺已达"恐慌"级别。同时底层资产SK海力士美股收涨超5%,闪迪、美光科技同步涨超4%,存储板块整体企稳反弹,叠加该产品两倍杠杆效应,带动产品延续回升。此前该产品曾因韩国央行加息及监管收紧等多重利空累计大幅回撤。

(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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