异动解读｜南方两倍做多三星电子盘中上涨5.04%，韩股持续走强叠加德鲁肯米勒访韩投资预期提振

行情直击09-22 09:55

9月22日，南方两倍做多三星电子盘中上涨5.04%，报82.96港元，成交额7643.68万港元。

消息面上，韩国KOSPI指数当日涨超2%，三星电子涨2.74%、SK海力士涨3.48%，直接带动该杠杆产品走强。此外，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，市场投资情绪受到提振。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%，HBM扩产预期持续为股价提供支撑。

（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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