异动解读｜南方两倍做多三星电子盘中上涨5.28%，三星HBM4良率突破80%黄金关口提振情绪

行情直击08-11 09:31

8月11日，南方两倍做多三星电子盘中上涨5.28%，报64.92港元，成交额223.39万港元。

消息面上，据韩媒报道，三星电子第六代高带宽内存HBM4良率已突破80%，达到业内所称的"黄金良率"水平，较今年2月量产初期不足60%的水平大幅提升，工艺改善速度远超市场预期。三星计划第三季度将HBM4营收环比提升三倍以上，下半年HBM4收入占比目标超60%，并力争年末HBM整体市占率看齐其约38%的DRAM全球份额。与此同时，竞争对手SK海力士正面临劳资对峙，HBM4扩产节奏承压，两大韩系存储巨头的竞争格局或迎来变化。作为两倍杠杆产品，该ETF对标的股价波动具有放大效应。

（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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