异动解读｜南方两倍做多海力士盘中上涨3.22%，SK海力士赴美上市进程加速催化

行情直击06-16 09:34

6月16日，南方两倍做多海力士盘中上涨3.22%，报125.45港元，成交额5.25亿港元。

消息面上，SK海力士计划最早于8月在纳斯达克挂牌上市，预计募资高达140亿美元，SEC可能在6月22日当周批准其ADR上市申请。此前港股存储概念股已集体走强，南方两倍做多海力士单日涨超15%。

基本面方面，SK海力士作为英伟达核心HBM芯片供应商，HBM4已进入量产阶段并将于下半年大规模出货，与客户签署的3-5年长期供应协议进一步巩固盈利可见性。SK集团会长崔泰源近期亦表达了对AI需求的坚定信心。赴美上市叠加可能纳入费城半导体指数，构成近期持续催化因素。

（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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