芯片狂欢引爆亚太！韩股熔断创新高，两倍做多海力士涨超23%

格隆汇05-27

隔夜美股市场因华尔街投行大幅上调目标价，以美光科技为首的存储概念集体飙升，刺激日韩股市今日继续大涨。同时，美伊和平谈判的乐观预期，进一步提振了全球整体市场风险情绪。韩股大涨触发熔断两倍做多海力士涨近22%5月27日，韩国股市高开后强势拉升，韩国KOSPI指数早盘涨幅一度扩大至5%，续创历史新高，触发熔断机制，程序化交易暂停5分钟。截至发稿涨4.59%，报8416.73点。年内累涨超90%。格隆汇“...

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Korean stock fuse hit a new high, twice as long as Hynix rose over 23%","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6581965b94119179b0aaca686ed5893c","symbols_score_info":{"159813":1.84,"07709":1.93,"MULL":0.6,"07747":1.88,"MU":1.95,"MUD":0.6,"MUU":0.6,"SOX":1.85},"content_text":"隔夜美股市场因华尔街投行大幅上调目标价，以美光科技为首的存储概念集体飙升，刺激日韩股市今日继续大涨。同时，美伊和平谈判的乐观预期，进一步提振了全球整体市场风险情绪。韩股大涨触发熔断两倍做多海力士涨近22%5月27日，韩国股市高开后强势拉升，韩国KOSPI指数早盘涨幅一度扩大至5%，续创历史新高，触发熔断机制，程序化交易暂停5分钟。截至发稿涨4.59%，报8416.73点。年内累涨超90%。格隆汇“韩国双姝”表现尤为亮眼——三星电子一度大涨8%，再创历史新高，年内累涨169%；SK海力士一度大涨11%，亦再创历史新高，年内累涨超250%，市值首次突破1万亿美元大关，成为继三星电子之后亚洲第二家达到这一里程碑的半导体制造商，也是全球第三家市值突破万亿美元的存储芯片公司。日本股市亦大幅走强，日经225指数一度向上触及66428点，最新报65830.69点，日内上涨1.28%，年内累涨近30%。台湾加权指数涨超2.3%最高报44817.91点，再创历史新高。港、A股市场存储概念股也集体上涨。A股中，北京君正涨超12%，国科微、晶升股份涨超11%，太极实业、中京电子等跟涨。港股中，两倍做多海力士涨近23%创新高，两倍做多三星电子涨超13%创新高，兆易创新涨超6%，澜起科技涨超5%。双重利好刺激隔夜美股芯片板块上演史诗级暴涨带动市场。其中美光科技涨超19%，盘中进一步创出历史新高，这是该公司今年第28次刷新高点，市值首次突破1万亿美元，成为美股市场上又一只市值超过万亿美元的“10倍股”。此前瑞银集团将这家存储芯片制造商的目标股价上调了三倍多，达到华尔街最高的1625美元，并认为人工智能的繁荣已经从结构上改变了存储器市场。瑞银分析师Timothy Arcuri写道，随着投资者获得更多证据表明AI正推动内存行业的结构性变革，市场应开始给予美光更为“正常”的估值倍数。此外，美伊和平协议的预期也在一定程度上提振了市场情绪。周二清晨，美军在伊朗南部发动了五角大楼所称的“自卫”袭击，目标为导弹发射场及据称试图布设水雷的伊朗船只。与此同时，华盛顿方面坚称仍在遵守当前的停火框架并保持克制。此次行动凸显了华盛顿与德黑兰之间脆弱停火协议下的紧张对峙，尽管白宫表示谈判已接近完成，但双方仍在不断试探底线。美国总统特朗普周一表示，与伊朗结束战争的谈判“进展顺利”，但也警告称，若谈判破裂，美国可能采取进攻性行动。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2638203985","isCrawlerRequest":true}