智通财经APP获悉，韩股ETF高开，截至发稿，南方两倍做多三星电子(07747)涨7.18%，报85.4港元；南方东英SK海力士每日杠杆最多2X产品(07709)涨4.42%，报44.38港元。
消息面上，9月23日，韩国股市开盘走高，SK海力士及三星电子均一度涨超3%。美债收益率及油价下行，隔夜美国半导体及存储板块集体走高，闪迪涨超6%，美光科技涨5%，SK海力士涨超3%；费城半导体指数涨超2%，创7月中旬以来收盘新高。
里昂认为，韩国在AI存储器、键合、基板、测试及前端处理等关键AI半导体工序，拥有广泛的端到端布局。在结构性Agentic AI需求及供应偏紧支持下，K-enablers基本面改善、定位加强，对SK海力士、三星电机及EO Technics均予“高度确信跑赢大市”评级。
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