ETF异动 | 南方两倍做多三星电子(07747)涨超10% 三星电子Exynos 2700移动处理器计划四季度实现量产

智通财经
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智通财经APP获悉,南方两倍做多三星电子(07747)涨超10%,截至发稿,涨10.16%,报197.8港元,成交额32.92亿港元。

消息面上,6月25日,据市场媒体报道,三星电子自研Exynos 2700移动处理器研发工作进展顺利,该芯片采用SF2P工艺打造,计划于2026年第四季度实现量产,企业规划将其配套用于Galaxy S27 Ultra高端旗舰手机。此次推进Exynos 2700落地S27 Ultra机型,是三星内部产业链协同布局的重要举措。

业内分析认为,若Exynos 2700成功配套Galaxy S27 Ultra,将显著拉动三星自研处理器出货规模,摊薄芯片研发与制造成本,同步利好芯片设计与晶圆代工两大业务板块,整体提升相关业务盈利水平。

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