异动解读｜南方两倍做多三星电子盘中上涨8.27%，德鲁肯米勒首访韩国洽谈投资叠加HBM扩产利好

行情直击09-21 09:31

9月21日，南方两倍做多三星电子盘中上涨8.27%，报78.28港元，成交额808.75万港元。

消息面上，知名宏观投资大佬德鲁肯米勒首次公开访韩，计划与三星电子、SK海力士等洽谈投资，聚焦AI与HBM产业链核心标的。同时，三星电子计划明年将HBM4及HBM4E产量较今年至少翻倍，月均晶圆投入量预计从约18万片增至约25万片，增幅近40%。此外，苹果已接受三星明年一季度存储芯片报价，DRAM及NAND较今年三季度上涨30%至40%，存储涨价向消费级全面传导，进一步强化行业景气预期。

该产品的投资目标是提供在扣除费用及支出之前尽量贴近三星电子普通股每日表现两倍（2x）的投资业绩，产品不会寻求在超过一日的期间达到其既定的投资目标。

（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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