异动解读｜XL二南方海力士盘中上涨14.05%，韩国杠杆ETF即将上市叠加多重利好催化

行情直击05-26 09:38

5月26日，XL二南方海力士（07709）盘中上涨14.05%，报108.1港元，成交额6.65亿港元。

消息面上，多重利好共振推动该两倍杠杆ETF大幅走强：一是韩国市场将于5月27日正式推出三星和SK海力士的单只股票2倍杠杆ETF，5月29日起针对SK海力士等个股的强制性100%预缴保证金要求将被取消，政策松绑预期强烈；二是摩根大通近期将SK海力士目标价从180万韩元大幅上调至300万韩元，认为长期供货协议（LTA）推动存储芯片估值框架从P/B切换至P/E；三是英伟达此前发布强劲财报，AI存储需求持续旺盛，2026至2030年间AI存储供给缺口约相当于每月45万片晶圆产能，存储芯片进入"超级周期"。

（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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