韩国芯片制造商股价上涨，此前有媒体报道称，淡马锡计划投资其股票。受《亚洲商业日报》报道淡马锡联系韩国方面拟投资三星和SK海力士的消息提振，三星电子和SK海力士股价一度上涨超过8%。据悉，淡马锡控股正考虑投资时机，并计划通过其内部投资团队直接投资。韩国KOSPI指数受此影响亦上涨约5%。7月，随着市场对人工智能基础设施快速建设步伐的疑虑加剧，导致杠杆头寸被平仓，这些芯片制造商的股价遭遇了惨烈抛售。近期，随着市场关注点转向这些公司正在规划的股东回报政策，股价已开始反弹。
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