南方两倍做多三星电子今日盘中大幅上涨5.12%，引起市场关注。
消息面上，存储芯片行业涨价预期持续发酵。SK海力士此前披露的一季度业绩创下历史最高纪录，销售额首次突破50万亿韩元，营业利润率高达72%。公司预计DRAM和NAND市场将维持有利的价格环境。与此同时，高盛大幅上调了存储芯片价格预测，将DRAM价格涨幅预测上调至250%至280%，NAND价格涨幅预测上调至200%至250%。这主要受AI服务器需求强劲、行业新增产能有限且优先供给HBM、整体库存水位极低三大因素驱动。
市场普遍预计，供不应求的格局至少将延续至明年，涨价趋势有望贯穿全年，这提振了市场对三星电子及其相关杠杆产品的信心，从而推动了股价的上涨。
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