异动解读｜南方两倍做多海力士盘中上涨3.23%，SK海力士加速HBM4量产备产提振情绪

行情直击06-17 09:31

6月17日，南方两倍做多海力士盘中上涨3.23%，报132.65港元，成交额1.14亿港元。

消息面上，近期多重利好持续催化：SK海力士正在韩国清州P&T6厂区导入更多后段制程设备，为HBM4大规模量产进行最后阶段准备；同时SK海力士正筹备向主要客户送样HBM4E，首批样品最快本月出货。此外，英伟达CEO黄仁勋表示每年已向SK海力士采购数十亿美元内存，未来采购规模将大幅增加，即便SK海力士计划到2034年将晶圆产能提高至三倍，仍可能难以完全满足AI需求增速。叠加半导体设备进入卖方市场、多家供应商提出3%-4%涨价要求等信号，市场对SK海力士基本面持续看好。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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