异动解读｜韩国SK电信盘前上涨6.17%，英伟达与SK集团正式官宣多年期AI合作协议

行情直击06-08 16:04

6月8日，韩国SK电信盘前上涨6.17%，报39.71美元/股，成交额28.78万美元。

消息面上，英伟达与SK海力士正式宣布达成多年期技术合作协议，将围绕全球AI工厂建设所需的下一代内存展开联合研发，覆盖Vera Rubin AI超级计算机、Vera CPU、RTX Spark PC及Jetson Thor机器人计算平台。作为SK集团旗下姐妹公司，SK电信将在韩国搭建基于英伟达技术的吉瓦级AI云，首个AI中心预计2027年上线，为韩国企业提供训练、推理及代理工作负载。此外，英伟达CEO黄仁勋警告存储供应短缺将持续数年，整个供应链从晶圆到封装均面临系统性紧缺，进一步确认了AI基础设施长期扩张趋势，提振了市场对SK电信在AI领域布局的信心。

（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。）

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