异动解读｜南方东英SK海力士每日杠杆最多2x产品开盘上涨7.16%，存储芯片库存不足10天叠加AI模型催化需求预期升温

行情直击09-08 09:21

9月8日，南方东英SK海力士每日杠杆最多(2x)产品开盘上涨7.16%，报44.0港元。

消息面上，韩国KB证券最新研报警告，三星电子与SK海力士的存储芯片库存已降至不足10天供应量，明年DRAM与NAND比特需求将超出供应10个百分点以上，存储供给持续收紧担忧加剧。同时，SK海力士1c nm DRAM产能份额加速扩大，预计明年一季度有望首次超过1b工艺成为主流。此外，OpenAI此前发布新一代AI模型GPT-6 Astra，市场对AI算力及存储需求预期再度升温，上周五美股SK海力士ADR单日涨超8%，闪迪涨近12%，存储板块延续强势。该产品作为SK海力士的2倍杠杆ETF，放大了底层标的涨幅。

（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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