智通财经APP获悉，南方两倍做多三星电子(07747)涨超4%，截至发稿，涨4.49%，报95.4港元，成交额7.57亿港元。
消息面上，据市场媒体报道，英伟达一名核心高管将于周三分别与三星电子和SK海力士的对口高管举行会谈，讨论在物理人工智能领域的合作。英伟达物理AI平台产品与技术营销高级总监Madison Huang正访问韩国，扩大该领域的合作伙伴关系。她所领导的团队负责英伟达面向物理和工业AI仿真应用的开发平台Omniverse，同时还负责支持公司推进工业数字化和物理AI战略的机器人平台。
据悉，三星电子和SK海力士是英伟达AI芯片所用存储芯片的主要供应商。英伟达还与这些韩国芯片制造商合作，部署大规模GPU集群，以强化韩国的国家级AI基础设施，并推动AI在机器人、工厂及工业平台中的应用。花旗在研报中指出，AI推理需求持续强劲将支撑存储价格高位运行，预计三星2026年全年营业利润有望达到310万亿韩元，同比增长超6倍。
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