亚太精选ETF(159687)开年首月累涨近10% AI浪潮推动存储价格狂飙亚洲半导体产业链显著受益

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智通财经APP获悉，亚太精选ETF(159687)盘中涨近2%，月内累计涨幅已接近10%。截至发稿，涨1.38%，报1.69元，成交额1.05亿元。消息面上，随着全球AI算力竞争白热化，HBM等高性能内存已成为关键战略资源。据媒体援引知情人士消息，微软、谷歌、Meta等巨头已将采购核心团队常驻韩国，以争夺三星和SK海力士有限的产能。存储器需求预计将提振韩国芯片制造商的利润。花旗此前指出，鉴于亚洲...

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亚太精选ETF(159687)开年首月累涨近10% AI浪潮推动存储价格狂飙 亚洲半导体产业链显著受益

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亚太精选ETF(159687)开年首月累涨近10% AI浪潮推动存储价格狂飙亚洲半导体产业链显著受益