智通财经APP获悉，存储ETF继续走高，截至发稿，南方两倍做多三星电子(07747)涨2.38%，报103.25港元；南方两倍做多海力士(07709)涨2.32%，报59.9港元。
消息面上，全球存储市场热潮持续，5月4日，三星电子与SK海力士股价双双新高。截至昨日韩股收盘，三星电子涨超5%，SK海力士大涨超12%。此外，美光科技、闪迪、希捷科技和西部数据隔夜均创出历史新高。美光科技首席执行官 Sanjay Mehrotra表示，随着AI需求持续增长，存储供应紧张才刚刚开始。他表示，随着推理规模的扩大，Token需求将上升，从而推动对更高容量和更高性能存储的需求，以充分实现AI的能力。
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