韩国股市再创历史新高!三星电子涨超4%,港美股有哪些相关标的可部署?

老虎资讯综合
Feb 19

2月19日,韩国首尔综指涨3%,创下历史新高。三星电子涨超4%,消息称其正就HBM4的700美元单价进行谈判。

来自《朝鲜日报》报道,受存储器供应持续紧张影响,三星、SK海力士的HBM4新品报价已涨至约700美元,较上一代 HBM3E 高出 20%~30%,相比半年前给英伟达的550美元定价再度大幅上调。

业内认为,通用 DRAM 价格大涨后盈利水平接近 HBM,大幅增强了韩系厂的价格谈判能力,三星也未将过多DRAM产能转向HBM。目前HBM、DRAM、NAND闪存价格全线上涨。

多家机构预测,三星、SK 海力士2026年一季度营业利润均有望冲击30万亿韩元,双双创下历史新高,韩国存储大厂或将正式迈入 “单季 30 万亿韩元时代”。

大摩更预计,三星今年全年营业利润有望达245.7万亿韩元,SK海力士达179.4万亿韩元,同比分别大涨464%和280%,全年业绩改善趋势明确。

韩国资产交易标的有些哪些?

港股: 南方两倍做多海力士南方两倍做多三星电子

美股: 韩国ETF-iShares MSCIDirexion Daily MSCI South Korea Bull 3x SharesFranklin FTSE South Korea ETF

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