异动解读 | 南方两倍做多三星电子盘中大涨5.43%,存储行业业绩创纪录叠加光刻胶断供催化

异动解读
Apr 29

南方两倍做多三星电子(07747)今日盘中大涨5.43%,引起了市场的广泛关注。

消息面上,三星电子及SK海力士均交出刷新纪录的一季度业绩,存储板块整体走强。与此同时,三星电子、SK海力士已收到日本供应商通知,称光刻胶等产品原材料的采购环节已出现中断,供给端扰动进一步加剧市场对存储芯片供需偏紧的预期。

机构认为,存储行业投资逻辑正从"AI溢价"向"传统供给短缺"切换,供需双重利好推动相关标的持续获得资金关注。

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