智通财经APP获悉，两倍做多韩股“存储双雄”今早走强，截至发稿，南方两倍做多海力士(07709)涨15.43%，报75.26港元；南方两倍做多三星电子(07747)涨7.82%，报102.75港元。
消息面上，7月15日早，韩国股市高开后涨至熔断，两大存储芯片巨头飙涨，SK海力士大涨超10%，三星电子涨超7%。昨晚，美国公布的6月通胀数据不及市场预期，交易员降低本月美联储加息的押注。此外，据报道，韩国政府四大经济部门高层协调机制将于周四召开会议，就单股杠杆ETF对股市的冲击研究应对方案，这是该议题首次正式进入该机制进行讨论。
值得关注的是，隔夜，SK海力士ADR飙升超27%，收盘时较韩国上市股票溢价51%。巴克莱近期启动对SK海力士的覆盖研究，给予“增持”评级，目标价330美元，较周二收盘价隐含约100%的上行空间。此外有报道称，SK海力士已开始向英伟达量产交付12层HBM4，该产品已进入产能爬坡阶段。
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