异动解读｜南方两倍做多海力士盘中上涨7.03%，英伟达与SK海力士深度绑定持续提振存储板块

行情直击06-11

6月11日，南方两倍做多海力士盘中上涨7.03%，报105.15港元，成交额2.27亿港元。

消息面上，英伟达与SK海力士近日正式公布多年度深度合作计划，双方将联手研发新一代AI专用存储芯片并锁定长期供货保障。英伟达CEO黄仁勋表示协议期限超两年且有能力持续续约，每年对SK海力士采购额已达数十亿美元量级，今年规模还将大幅攀升。黄仁勋明确指出全球存储短缺局面未来数年仍将持续，从晶圆生产到芯片封装整条供应链均面临供不应求。此外，SK海力士作为HBM领域全球市占率超50%的龙头，其HBM4产品已获英伟达批准用于旗舰加速芯片Vera Rubin，战略绑定效应持续释放，带动该两倍做多杠杆产品走强。

（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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