金吾财讯 | SK海力士(SKHY)美股盘前股价大涨6.43%，最新报160.90美元。消息面上，外媒新近爆料称，资管巨头贝莱德旗下韩国交易所交易基金iShares MSCI South Korea ETF(EWY)上周净流入资金超过28亿美元，创下单周历史新高，远超今年2月创下的12亿美元纪录，其中约25%的仓位配置于SK海力士。 此外，多家韩媒综合报道称，SK集团会长崔泰源近日对外警告，当前DRAM价格过高，为了长远利益着想，“需增加供给来压抑价格”，他同时指出，明年市场对AI半导体的需求可能会暴增60%至100%，但主要供应商几乎没有足够的扩产计划，由于AI相关需求对整体市场的占比已过半，整体半导体需求预计至少将增长50%至60%。值得一提的是，崔泰源重申，“我们不仅需要在韩国建厂，如果条件允许，也应该推动在美国设厂。”“我们正在寻觅合适地点。全球每个可行的地点都必须进行评价、排序并迅速开发。”
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