ETF异动 | 韩国ETF今日继续走高 三星、SK海力士内存库存告急 高盛坚守韩股12000点目标

智通财经网
Sep 08

智通财经APP获悉,韩国ETF今日继续走高,南方东英SK海力士每日杠杆最多(2x)产品(07709)涨7.6%,报44.18港元,暂成交6277.9万港元;南方两倍做多三星电子(07747)涨4.73%,报81.56港元;南方KOSPI(03121)涨2.12%,报6.985港元。

消息面上,韩国KOSPI指数今日再度走强,盘中站上7000点关口,为8月18日以来、时隔15个交易日首次收复该点位。OpenAI旗舰模型Astra的发布再度点燃市场对AI算力基础设施的热情,存储芯片率先受益;供给端则进一步告急,韩国证券企业KB Securities最新研报警告,三星电子、SK海力士的内存库存在本季度已不足10天,这意味着两大存储半导体龙头难以为突发性需求挤出更多供应。

高盛集团亚太区首席股票策略师Timothy Moe近日再度确认其对KOSPI指数的12000点目标位——较当前水平隐含近80%的上涨空间。Moe直指市场系统性低估了AI驱动存储芯片需求周期的持续时间,并大幅上调美国大型科技公司明年资本支出预测至1.2万亿美元,认为数据中心扩张引发的"存储荒"将在2027年进一步加剧。

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