金吾财讯 | 港股存储概念股盘初全线强势反攻，截止发稿，南方两倍做多海力士（07709）涨56.23%，南方两倍做多三星电子（07747）涨45.05%，兆易创新（03986）涨24.94%，澜起科技（06809）涨18.93%，伟仕佳杰（00856）涨6.87%。消息面上，隔夜美股市场芯片股集体飙涨，费城半导体指数一度涨逾8%，存储概念股集体暴力拉升，闪迪涨超25%，美光科技、SK海力士ADR、西部数据、希捷科技均涨逾10%。此外，市场资料显示，SK集团会长崔泰源买入3600股SK海力士。按昨日SK海力士收盘价920美元计算，价值约合331万美元。日前，韩国存储芯片巨头三星电子发布的二季度财报亦披露，由于人工智能（AI）旺盛需求持续推动存储芯片业务增长，公司Q2营收、利润双双大增，其中营业利润同比暴增1814%，再创历史新高。同期净利润为71.62万亿韩元（约合496亿美元），同比暴涨1299.9%。销售额171.50万亿韩元。
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