勇敢小飞猪
05-02
这篇文章不错，转发给大家看看
@价值投资为王：
SK海力士业绩炸裂，韩国股市疯了，半导体疯了！
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84e8d649a6398262d18b3e6f539601ec\" tg-width=\"1236\" tg-height=\"419\"></p>\n<p>目前，分析师预期SK海力士二季度营收增速在208%，继续飙升。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c94a3b69f64cc1ca74b080f303e36af\" tg-width=\"1386\" tg-height=\"633\"></p>\n<p>SK海力士的营业利润真是夸张，同比暴增453%，营业利润率达到71.5%，真是比卖D拼还赚钱啊！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb4683dce95954cfdd4106390316092b\" tg-width=\"1458\" tg-height=\"591\"></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4544a6524b238d8115ea4779211007a\" tg-width=\"1398\" tg-height=\"597\"></p>\n<p>财报发布后，SK海力士涨超3.4%，三星电子涨超4.6%，创历史新高！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56310886bc65333f7ca8683853e54827\" tg-width=\"1617\" tg-height=\"720\"></p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b195be0e08d30e6588e80c40bf96ddac\" tg-width=\"1617\" tg-height=\"726\"></p>\n<p>受此影响，韩国KOSPI指数2%，突破6500点大关，再创历史新高！</p>\n<p>值得注意的是，昨夜韩国ETF涨疯了， <a data-mention-id=\"EWY\" class=\"teditor-mention\" data-mention-name=\"韩国ETF-iShares MSCI\" href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 、 <a data-mention-id=\"FLKR\" class=\"teditor-mention\" data-mention-name=\"Franklin FTSE South Korea ETF\" href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 涨超6%， <a data-mention-id=\"KDEF\" class=\"teditor-mention\" data-mention-name=\"PLUS Korea Defense Industry Index ETF\" href=\"https://laohu8.com/S/KDEF\">$PLUS Korea Defense Industry Index ETF(KDEF)$</a> 涨超8%， <a data-mention-id=\"KORU\" class=\"teditor-mention\" data-mention-name=\"Direxion Daily MSCI South Korea Bull 3x Shares\" href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 暴涨17%！</p>\n<p>今日港股开盘后，预计 <a data-mention-id=\"07747\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多三星电子\" href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> 和 <a data-mention-id=\"07709\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多海力士\" href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 将暴涨！</p>\n<p>财报中，SK海力士称今年的资本开支将显著增加，利好 <a data-mention-id=\"ASML\" class=\"teditor-mention\" data-mention-name=\"阿斯麦\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 这类半导体设备股！</p>\n<p>SK海力士和三星电子未在美股上市，大家可以通过ETF曲线布局，如 <a data-mention-id=\"EWY\" class=\"teditor-mention\" data-mention-name=\"韩国ETF-iShares MSCI\" href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 持仓中，三星和SK海力士的占比超45%：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfe6afe2756c3abcecf9d7974ca14eb7\" tg-width=\"1602\" tg-height=\"591\"></p>\n<p>港股的 <a data-mention-id=\"02848\" class=\"teditor-mention\" data-mention-name=\"TR韩国\" href=\"https://laohu8.com/S/02848\">$TR韩国(02848)$</a> 持有超46%的仓位，新上市的 <a data-mention-id=\"DRAM\" class=\"teditor-mention\" data-mention-name=\"Roundhill Memory ETF\" href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 同样重仓三星和SK海力士，两家公司占净值的比重超50%！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee448bba5b52b695420fe72f49a4b078\" tg-width=\"1616\" tg-height=\"531\"></p></body></html>","htmlText":"<html><head></head><body><p>刚刚，存储芯片巨头SK海力士公布了一季报，营收同比暴增198%，营业利润升至37.61万亿韩元(约合254亿美元)，创下历史新高，高于分析师平均预估的35.7万亿韩元。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/84e8d649a6398262d18b3e6f539601ec\" tg-width=\"1236\" tg-height=\"419\"></p>\n<p>目前，分析师预期SK海力士二季度营收增速在208%，继续飙升。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c94a3b69f64cc1ca74b080f303e36af\" tg-width=\"1386\" tg-height=\"633\"></p>\n<p>SK海力士的营业利润真是夸张，同比暴增453%，营业利润率达到71.5%，真是比卖D拼还赚钱啊！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb4683dce95954cfdd4106390316092b\" tg-width=\"1458\" tg-height=\"591\"></p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4544a6524b238d8115ea4779211007a\" tg-width=\"1398\" tg-height=\"597\"></p>\n<p>财报发布后，SK海力士涨超3.4%，三星电子涨超4.6%，创历史新高！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/56310886bc65333f7ca8683853e54827\" tg-width=\"1617\" tg-height=\"720\"></p>\n<p> </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b195be0e08d30e6588e80c40bf96ddac\" tg-width=\"1617\" tg-height=\"726\"></p>\n<p>受此影响，韩国KOSPI指数2%，突破6500点大关，再创历史新高！</p>\n<p>值得注意的是，昨夜韩国ETF涨疯了， <a data-mention-id=\"EWY\" class=\"teditor-mention\" data-mention-name=\"韩国ETF-iShares MSCI\" href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 、 <a data-mention-id=\"FLKR\" class=\"teditor-mention\" data-mention-name=\"Franklin FTSE South Korea ETF\" href=\"https://laohu8.com/S/FLKR\">$Franklin FTSE South Korea ETF(FLKR)$</a> 涨超6%， <a data-mention-id=\"KDEF\" class=\"teditor-mention\" data-mention-name=\"PLUS Korea Defense Industry Index ETF\" href=\"https://laohu8.com/S/KDEF\">$PLUS Korea Defense Industry Index ETF(KDEF)$</a> 涨超8%， <a data-mention-id=\"KORU\" class=\"teditor-mention\" data-mention-name=\"Direxion Daily MSCI South Korea Bull 3x Shares\" href=\"https://laohu8.com/S/KORU\">$Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$</a> 暴涨17%！</p>\n<p>今日港股开盘后，预计 <a data-mention-id=\"07747\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多三星电子\" href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> 和 <a data-mention-id=\"07709\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多海力士\" href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a> 将暴涨！</p>\n<p>财报中，SK海力士称今年的资本开支将显著增加，利好 <a data-mention-id=\"ASML\" class=\"teditor-mention\" data-mention-name=\"阿斯麦\" href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> 这类半导体设备股！</p>\n<p>SK海力士和三星电子未在美股上市，大家可以通过ETF曲线布局，如 <a data-mention-id=\"EWY\" class=\"teditor-mention\" data-mention-name=\"韩国ETF-iShares MSCI\" href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> 持仓中，三星和SK海力士的占比超45%：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfe6afe2756c3abcecf9d7974ca14eb7\" tg-width=\"1602\" tg-height=\"591\"></p>\n<p>港股的 <a data-mention-id=\"02848\" class=\"teditor-mention\" data-mention-name=\"TR韩国\" href=\"https://laohu8.com/S/02848\">$TR韩国(02848)$</a> 持有超46%的仓位，新上市的 <a data-mention-id=\"DRAM\" class=\"teditor-mention\" data-mention-name=\"Roundhill Memory ETF\" href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$</a> 同样重仓三星和SK海力士，两家公司占净值的比重超50%！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee448bba5b52b695420fe72f49a4b078\" tg-width=\"1616\" tg-height=\"531\"></p></body></html>","text":"刚刚，存储芯片巨头SK海力士公布了一季报，营收同比暴增198%，营业利润升至37.61万亿韩元(约合254亿美元)，创下历史新高，高于分析师平均预估的35.7万亿韩元。 目前，分析师预期SK海力士二季度营收增速在208%，继续飙升。 SK海力士的营业利润真是夸张，同比暴增453%，营业利润率达到71.5%，真是比卖D拼还赚钱啊！ 财报发布后，SK海力士涨超3.4%，三星电子涨超4.6%，创历史新高！ 受此影响，韩国KOSPI指数2%，突破6500点大关，再创历史新高！ 值得注意的是，昨夜韩国ETF涨疯了， $韩国ETF-iShares MSCI(EWY)$ 、 $Franklin FTSE South Korea ETF(FLKR)$ 涨超6%， $PLUS Korea Defense Industry Index ETF(KDEF)$ 涨超8%， $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ 暴涨17%！ 今日港股开盘后，预计 $南方两倍做多三星电子(07747)$ 和 $南方两倍做多海力士(07709)$ 将暴涨！ 财报中，SK海力士称今年的资本开支将显著增加，利好 $阿斯麦(ASML)$ 这类半导体设备股！ SK海力士和三星电子未在美股上市，大家可以通过ETF曲线布局，如 $韩国ETF-iShares MSCI(EWY)$ 持仓中，三星和SK海力士的占比超45%： 港股的 $TR韩国(02848)$ 持有超46%的仓位，新上市的 $Roundhill Memory ETF(DRAM)$ 同样重仓三星和SK海力士，两家公司占净值的比重超50%！","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/556536402518720","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["02848","KORU","07709","EWY","DRAM","KDEF","FLKR","07747","ASML"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":981,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":145,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/559884619613704"}
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