异动解读｜南方两倍做多三星电子盘中上涨7.05%，HBM扩产提速叠加隔夜美股存储板块走强

行情直击09-23 09:30

9月23日，南方两倍做多三星电子盘中上涨7.05%，报85.3港元，成交额711.43万港元。

消息面上，三星电子计划将HBM生产关键环节玻璃载板外包清洗量从每月2万片提升至明年5万片，增幅达2.5倍，HBM4及HBM4E实际产量明年将至少翻倍，月均晶圆投片量预计从约18万片扩大至约25万片。同时，三星正评估扩大4纳米制程产能以应对HBM4基座芯片需求攀升。此外，隔夜美股费城半导体指数涨超2%，存储芯片板块整体上涨4.3%，韩国KOSPI指数同日涨超2%，三星电子韩股涨2.74%，内外利好共振提振市场情绪。

（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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