异动解读 | SK海力士涨价传闻引爆,南方两倍做多海力士盘中大涨9.35%

异动解读
Nov 06, 2025

南方两倍做多海力士(07709)今日盘中大涨9.35%,引发市场关注。这一涨势主要受到SK海力士涨价消息的推动。

据韩国媒体《BusinessKorea》报道,SK海力士对人工智能芯片商英伟达供应的第六代高频宽内存(HBM4)价格较前一代HBM3E大幅提高超过50%,达到560美元。SK海力士已于3月向英伟达交付全球首款HBM4 12层样品,并在6月开始供应首批产品。这款产品将配合英伟达计划于明年下半年推出的下一代人工智能芯片Rubin。

分析人士认为,SK海力士产品价格的大幅提升可能会显著提高公司的收入和利润。此外,这一举措也彰显了SK海力士在高端内存市场的领先地位,以及与英伟达稳固的合作关系。这些因素共同推动了投资者对SK海力士未来业务发展的信心,从而带动了南方两倍做多海力士的股价上涨。

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