存储巨头SK海力士上市进程 - 老虎社区

最新新闻

07-14

SK海力士美股暴跌近10%！长协锁价下业绩增速或不及预期，传闻称部分ADR募资或

SK海力士美股暴跌近10%！长协锁价下业绩增速或不及预期，传闻称部分ADR募资或

07-13

SK 海力士纳斯达克首秀亮眼后，首尔股价重挫 12%

SK 海力士纳斯达克首秀亮眼后，首尔股价重挫 12%

07-11

AI狂欢持续！SK海力士创海外赴美最大IPO，美股首秀收涨13%

AI狂欢持续！SK海力士创海外赴美最大IPO，美股首秀收涨13%

用户讨论

07-14

这海力士还牛，刚上市4天市值就到1.11万亿

SK海力士美股暴跌近10%！长协锁价下业绩增速或不及预期，传闻称部分ADR募资或转投韩国国债

07-08

说说你对这篇新闻的看法...

SK海力士美国上市交易据悉获得数倍超额认购，周四将正式定价

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06:58","market":"nz","language":"zh","title":"SK海力士美股暴跌近10%！长协锁价下业绩增速或不及预期，传闻称部分ADR募资或转投韩国国债","url":"https://stock-news.laohu8.com/highlight/detail?id=2651526147","media":"华尔街见闻","summary":"SK海力士ADR上市次日重挫9.3%，几乎抹去首日涨幅。分析师指出，HBM价格因受长期供应协议约束，涨速慢于传统芯片，预计SK海力士最新季度营业利润或较市场共识低8%。韩国媒体报道称，SK海力士拟将部分ADR募资转投韩国国债，目前国际主流媒体未对此进行报道。","content":"<html><head></head><body><p style=\"text-align: left;\">AI芯片热潮引发的估值泡沫正在承压释放。<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>美国存托凭证（ADR）上市第二个交易日重挫，韩国股市的剧烈震荡已蔓延至华尔街，令全球投资者对AI行情能否持续的疑虑急剧升温。</p><p style=\"text-align: left;\">周一，SK海力士ADR下跌9.3%，几乎抹去上周五上市首日录得的13%涨幅，股价跌至接近149美元的发行价。<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>及<a href=\"https://laohu8.com/S/WDC\">西部数据</a>等同业股票也悉数下挫，跌幅均超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e327134ff992a4ca52f5c52e1355e0ed\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">与此同时，SK海力士韩国本地股当日暴跌15%，创下历史最大单日跌幅，拖累韩国综合股价指数（Kospi）下跌9%，并触发全市场熔断机制。外资当日净卖出Kospi股票约1.7万亿韩元（约合11亿美元），其中大部分来自SK海力士的抛盘。</p><p style=\"text-align: left;\">据韩国财经媒体Yonhap Infomax援引SK海力士一位高级管理人士报道，公司正在研究购买韩国国债的可能性。不过，截至目前，SK海力士尚未正式宣布相关投资计划，国际主流媒体也未对此进行独立确认。</p><h2 style=\"text-align: left;\">长协模式下，HBM价格增速放缓预期成为核心压力来源</h2><p style=\"text-align: left;\">此番抛售的直接导火索，在于市场对盈利前景的重新审视。</p><p style=\"text-align: left;\">韩国投资证券（KIS）旗下半导体分析师Minsook Chae发布报告，预计SK海力士最新季度营业利润或较市场共识低8%，并指出其高带宽内存（HBM）收入占比较高，而HBM价格因受长期供应协议约束，涨速慢于传统芯片。</p><p style=\"text-align: left;\">KIS报告在交易圈广泛流传，加剧了市场悲观情绪。Minsook Chae在报告中进一步指出，HBM均价涨幅可能低于预期，混合型及大宗DRAM芯片亦呈现类似走势。不过，该分析师也补充称，价格增速放缓并非负面信号，而是行业签订长期协议趋势的体现。</p><p style=\"text-align: left;\">SK海力士首席执行官Kwak Noh-Jung上周五在采访中表示，存储芯片短缺局面可能延续至2030年以后。但随着各大存储厂商竞相扩充产能，市场已开始担忧未来需求回落时的盈利冲击。</p><h2 style=\"text-align: left;\">ADR上市后，&#34;卖事实&#34;效应主导短期走势</h2><p style=\"text-align: left;\">SK海力士此次在美ADR发行规模达265亿美元，刷新海外发行纪录，超额认购倍数逾七倍，被视为市场对海外发行需求及AI行情持久性的重要风向标。然而，上市热情未能持续。</p><p style=\"text-align: left;\">首尔对冲基金Petra Capital Management管理合伙人Chan H Lee表示：</p><blockquote><p style=\"text-align: left;\">&#34;ADR发行本身高度成功，但大部分利好早已反映在股价之中。周一的疲软走势更多体现的是典型的&#39;卖事实&#39;反应和获利了结，而非基本面发生变化。&#34;</p></blockquote><p style=\"text-align: left;\">MRM Research分析师Nico Rosti指出，SK海力士股票目前呈现&#34;深度超卖&#34;特征：</p><blockquote><p style=\"text-align: left;\">&#34;再跌一周不无可能，但我们认为这是加仓良机。韩国股市若出现反弹，ADR理应随之走高。&#34;</p></blockquote><h2 style=\"text-align: left;\">韩国市场杠杆集中风险加剧波动</h2><p style=\"text-align: left;\">此次Kospi暴跌并非孤立事件，折射出韩国股市结构性脆弱的深层矛盾。AI热潮推动存储股大幅跑赢全球同业后，韩国市场波动性已显著抬升，Kospi单日涨跌5%的情形愈发常见。</p><p style=\"text-align: left;\">追踪SK海力士与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的杠杆ETF大量涌现，进一步放大了价格波动。自5月底在首尔上市以来，部分规模最大的SK海力士杠杆ETF已累计下跌近50%。韩国交易所自2000年以来共启动13次Kospi熔断，其中七次发生在今年。</p><p style=\"text-align: left;\">跨资产分析师、Coin Bureau创始人Nic Puckrin在研报中写道：</p><blockquote><p style=\"text-align: left;\">&#34;SK海力士在亚洲市场的近历史最大跌幅，已不再只是韩国的问题——波动性正在被输出至纳斯达克。两个市场之间的联动日趋紧密，相互强化科技股的集中风险，形成恶性循环，令股票投资者不得不保持警惕。&#34;</p></blockquote><p style=\"text-align: left;\">瑞士<a href=\"https://laohu8.com/S/BAOS\">宝盛</a>香港研究主管Richard Tang表示，预计波动性将维持高位直至7月下旬，&#34;初期资金流出与持仓集中度限制有关，近期的活动则同时反映了向ADR的技术性轮动以及对表现强劲的存储股的获利了结。&#34;</p><h2 style=\"text-align: left;\">SK海力士拟将部分ADR募资转投韩国国债</h2><p style=\"text-align: left;\">据韩国财经媒体Yonhap Infomax援引SK海力士一位高级管理人士报道，公司正在研究购买韩国国债的可能性。</p><p style=\"text-align: left;\">不过，截至目前，SK海力士尚未正式宣布相关投资计划，国际主流媒体也未对此进行独立确认。</p><p style=\"text-align: left;\">此前媒体报道称，公司计划将上周ADR发行募集资金中的一部分汇回韩国，用于投资存储芯片制造设施。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK海力士美股暴跌近10%！长协锁价下业绩增速或不及预期，传闻称部分ADR募资或转投韩国国债</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK海力士美股暴跌近10%！长协锁价下业绩增速或不及预期，传闻称部分ADR募资或转投韩国国债\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-14 06:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">AI芯片热潮引发的估值泡沫正在承压释放。<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>美国存托凭证（ADR）上市第二个交易日重挫，韩国股市的剧烈震荡已蔓延至华尔街，令全球投资者对AI行情能否持续的疑虑急剧升温。</p><p style=\"text-align: left;\">周一，SK海力士ADR下跌9.3%，几乎抹去上周五上市首日录得的13%涨幅，股价跌至接近149美元的发行价。<a href=\"https://laohu8.com/S/MU\">美光科技</a>、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>及<a href=\"https://laohu8.com/S/WDC\">西部数据</a>等同业股票也悉数下挫，跌幅均超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e327134ff992a4ca52f5c52e1355e0ed\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">与此同时，SK海力士韩国本地股当日暴跌15%，创下历史最大单日跌幅，拖累韩国综合股价指数（Kospi）下跌9%，并触发全市场熔断机制。外资当日净卖出Kospi股票约1.7万亿韩元（约合11亿美元），其中大部分来自SK海力士的抛盘。</p><p style=\"text-align: left;\">据韩国财经媒体Yonhap Infomax援引SK海力士一位高级管理人士报道，公司正在研究购买韩国国债的可能性。不过，截至目前，SK海力士尚未正式宣布相关投资计划，国际主流媒体也未对此进行独立确认。</p><h2 style=\"text-align: left;\">长协模式下，HBM价格增速放缓预期成为核心压力来源</h2><p style=\"text-align: left;\">此番抛售的直接导火索，在于市场对盈利前景的重新审视。</p><p style=\"text-align: left;\">韩国投资证券（KIS）旗下半导体分析师Minsook Chae发布报告，预计SK海力士最新季度营业利润或较市场共识低8%，并指出其高带宽内存（HBM）收入占比较高，而HBM价格因受长期供应协议约束，涨速慢于传统芯片。</p><p style=\"text-align: left;\">KIS报告在交易圈广泛流传，加剧了市场悲观情绪。Minsook Chae在报告中进一步指出，HBM均价涨幅可能低于预期，混合型及大宗DRAM芯片亦呈现类似走势。不过，该分析师也补充称，价格增速放缓并非负面信号，而是行业签订长期协议趋势的体现。</p><p style=\"text-align: left;\">SK海力士首席执行官Kwak Noh-Jung上周五在采访中表示，存储芯片短缺局面可能延续至2030年以后。但随着各大存储厂商竞相扩充产能，市场已开始担忧未来需求回落时的盈利冲击。</p><h2 style=\"text-align: left;\">ADR上市后，&#34;卖事实&#34;效应主导短期走势</h2><p style=\"text-align: left;\">SK海力士此次在美ADR发行规模达265亿美元，刷新海外发行纪录，超额认购倍数逾七倍，被视为市场对海外发行需求及AI行情持久性的重要风向标。然而，上市热情未能持续。</p><p style=\"text-align: left;\">首尔对冲基金Petra Capital Management管理合伙人Chan H Lee表示：</p><blockquote><p style=\"text-align: left;\">&#34;ADR发行本身高度成功，但大部分利好早已反映在股价之中。周一的疲软走势更多体现的是典型的&#39;卖事实&#39;反应和获利了结，而非基本面发生变化。&#34;</p></blockquote><p style=\"text-align: left;\">MRM Research分析师Nico Rosti指出，SK海力士股票目前呈现&#34;深度超卖&#34;特征：</p><blockquote><p style=\"text-align: left;\">&#34;再跌一周不无可能，但我们认为这是加仓良机。韩国股市若出现反弹，ADR理应随之走高。&#34;</p></blockquote><h2 style=\"text-align: left;\">韩国市场杠杆集中风险加剧波动</h2><p style=\"text-align: left;\">此次Kospi暴跌并非孤立事件，折射出韩国股市结构性脆弱的深层矛盾。AI热潮推动存储股大幅跑赢全球同业后，韩国市场波动性已显著抬升，Kospi单日涨跌5%的情形愈发常见。</p><p style=\"text-align: left;\">追踪SK海力士与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的杠杆ETF大量涌现，进一步放大了价格波动。自5月底在首尔上市以来，部分规模最大的SK海力士杠杆ETF已累计下跌近50%。韩国交易所自2000年以来共启动13次Kospi熔断，其中七次发生在今年。</p><p style=\"text-align: left;\">跨资产分析师、Coin Bureau创始人Nic Puckrin在研报中写道：</p><blockquote><p style=\"text-align: left;\">&#34;SK海力士在亚洲市场的近历史最大跌幅，已不再只是韩国的问题——波动性正在被输出至纳斯达克。两个市场之间的联动日趋紧密，相互强化科技股的集中风险，形成恶性循环，令股票投资者不得不保持警惕。&#34;</p></blockquote><p style=\"text-align: left;\">瑞士<a href=\"https://laohu8.com/S/BAOS\">宝盛</a>香港研究主管Richard Tang表示，预计波动性将维持高位直至7月下旬，&#34;初期资金流出与持仓集中度限制有关，近期的活动则同时反映了向ADR的技术性轮动以及对表现强劲的存储股的获利了结。&#34;</p><h2 style=\"text-align: left;\">SK海力士拟将部分ADR募资转投韩国国债</h2><p style=\"text-align: left;\">据韩国财经媒体Yonhap Infomax援引SK海力士一位高级管理人士报道，公司正在研究购买韩国国债的可能性。</p><p style=\"text-align: left;\">不过，截至目前，SK海力士尚未正式宣布相关投资计划，国际主流媒体也未对此进行独立确认。</p><p style=\"text-align: left;\">此前媒体报道称，公司计划将上周ADR发行募集资金中的一部分汇回韩国，用于投资存储芯片制造设施。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b4f3d6b5463ae26f1396ffad1440a7f5","relate_stocks":{"TVIX":"二倍做多VIX波动率指数短期期权ETN","APIE":"ACTIVEPASSIVE INTERNATIONAL EQUITY ETF","AADR":"AdvisorShares Dorsey Wright ADR ETF","SAPH":"SAP SE ADRhedged","EDZ":"新兴市场ETF-Direxion三倍做空","SKHYV":"SK海力士-WI","07709":"南方两倍做多海力士","SKDD":"2倍做空海力士ETF-GraniteShares","SKUU":"2倍做多海力士ETF-GraniteShares","USVN":"US TREASURY 7 YEAR NOTE ETF","UTWY":"US Treasury 20 Year Bond ETF","UFIV":"US Treasury 5 Year Note ETF","DINT":"Davis Select International ETF","DRAL":"2倍做多DRAM ETF-Defiance","DIVL":"MADISON DIVIDEND VALUE ETF","SKHU":"2倍做多海力士-ProShares","RAM":"2倍做多DRAM ETF-T-REX","VIXY":"波动率短期期货指数ETF","EEMO":"Invesco S&P Emerging Markets Momentum ETF","SKHX":"2倍做多海力士ETF-Leverage Shares","SVXY":"做空波动率指数短期期货ETF-ProShares","UVXY":"1.5倍做多短期期货恐慌指数ETF-Proshares","SKHZ":"1倍做空海力士ETF-Leverage Shares","CVY":"Invesco Zacks Multi-Asset Income ETF","HYNX":"2倍做多海力士ETF-T-REX","UTHY":"US Treasury 30 Year Bond ETF","SKHY":"SK海力士","UTRE":"US Treasury 3 Year Note ETF"},"source_url":"https://wallstreetcn.com/articles/3776838","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651526147","content_text":"AI芯片热潮引发的估值泡沫正在承压释放。SK海力士美国存托凭证（ADR）上市第二个交易日重挫，韩国股市的剧烈震荡已蔓延至华尔街，令全球投资者对AI行情能否持续的疑虑急剧升温。周一，SK海力士ADR下跌9.3%，几乎抹去上周五上市首日录得的13%涨幅，股价跌至接近149美元的发行价。美光科技、闪迪及西部数据等同业股票也悉数下挫，跌幅均超4%。与此同时，SK海力士韩国本地股当日暴跌15%，创下历史最大单日跌幅，拖累韩国综合股价指数（Kospi）下跌9%，并触发全市场熔断机制。外资当日净卖出Kospi股票约1.7万亿韩元（约合11亿美元），其中大部分来自SK海力士的抛盘。据韩国财经媒体Yonhap Infomax援引SK海力士一位高级管理人士报道，公司正在研究购买韩国国债的可能性。不过，截至目前，SK海力士尚未正式宣布相关投资计划，国际主流媒体也未对此进行独立确认。长协模式下，HBM价格增速放缓预期成为核心压力来源此番抛售的直接导火索，在于市场对盈利前景的重新审视。韩国投资证券（KIS）旗下半导体分析师Minsook Chae发布报告，预计SK海力士最新季度营业利润或较市场共识低8%，并指出其高带宽内存（HBM）收入占比较高，而HBM价格因受长期供应协议约束，涨速慢于传统芯片。KIS报告在交易圈广泛流传，加剧了市场悲观情绪。Minsook Chae在报告中进一步指出，HBM均价涨幅可能低于预期，混合型及大宗DRAM芯片亦呈现类似走势。不过，该分析师也补充称，价格增速放缓并非负面信号，而是行业签订长期协议趋势的体现。SK海力士首席执行官Kwak Noh-Jung上周五在采访中表示，存储芯片短缺局面可能延续至2030年以后。但随着各大存储厂商竞相扩充产能，市场已开始担忧未来需求回落时的盈利冲击。ADR上市后，\"卖事实\"效应主导短期走势SK海力士此次在美ADR发行规模达265亿美元，刷新海外发行纪录，超额认购倍数逾七倍，被视为市场对海外发行需求及AI行情持久性的重要风向标。然而，上市热情未能持续。首尔对冲基金Petra Capital Management管理合伙人Chan H Lee表示：\"ADR发行本身高度成功，但大部分利好早已反映在股价之中。周一的疲软走势更多体现的是典型的'卖事实'反应和获利了结，而非基本面发生变化。\"MRM Research分析师Nico Rosti指出，SK海力士股票目前呈现\"深度超卖\"特征：\"再跌一周不无可能，但我们认为这是加仓良机。韩国股市若出现反弹，ADR理应随之走高。\"韩国市场杠杆集中风险加剧波动此次Kospi暴跌并非孤立事件，折射出韩国股市结构性脆弱的深层矛盾。AI热潮推动存储股大幅跑赢全球同业后，韩国市场波动性已显著抬升，Kospi单日涨跌5%的情形愈发常见。追踪SK海力士与三星的杠杆ETF大量涌现，进一步放大了价格波动。自5月底在首尔上市以来，部分规模最大的SK海力士杠杆ETF已累计下跌近50%。韩国交易所自2000年以来共启动13次Kospi熔断，其中七次发生在今年。跨资产分析师、Coin Bureau创始人Nic Puckrin在研报中写道：\"SK海力士在亚洲市场的近历史最大跌幅，已不再只是韩国的问题——波动性正在被输出至纳斯达克。两个市场之间的联动日趋紧密，相互强化科技股的集中风险，形成恶性循环，令股票投资者不得不保持警惕。\"瑞士宝盛香港研究主管Richard Tang表示，预计波动性将维持高位直至7月下旬，\"初期资金流出与持仓集中度限制有关，近期的活动则同时反映了向ADR的技术性轮动以及对表现强劲的存储股的获利了结。\"SK海力士拟将部分ADR募资转投韩国国债据韩国财经媒体Yonhap Infomax援引SK海力士一位高级管理人士报道，公司正在研究购买韩国国债的可能性。不过，截至目前，SK海力士尚未正式宣布相关投资计划，国际主流媒体也未对此进行独立确认。此前媒体报道称，公司计划将上周ADR发行募集资金中的一部分汇回韩国，用于投资存储芯片制造设施。","news_type":1,"symbols_score_info":{"DRAL":0.6,"DIVL":1.5,"UTWY":1.5,"DINT":1.5,"EDZ":1.5,"CVY":1.5,"USVN":1.5,"HYNX":0.6,"SKHYV":2,"VIXY":0.6,"UFIV":1.5,"TVIX":1.5,"07709":2,"EEMO":1.5,"SVXY":0.6,"UTRE":1.5,"SKHY":2,"RAM":1.5,"UVXY":0.6,"SAPH":1.5,"SKHX":0.6,"SKHZ":0.6,"SKDD":0.6,"AADR":1.5,"SKUU":0.6,"UTHY":1.5,"APIE":1.5,"SKHU":0.6}},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583508990824648,"gmtCreate":1783489675438,"gmtModify":1783490053620,"author":{"id":"3563512257231092","authorId":"3563512257231092","name":"JJ0303","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563512257231092","authorIdStr":"3563512257231092"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583508990824648","repostId":"2649930935","repostType":2,"repost":{"id":"2649930935","kind":"news","pubTimestamp":1783456800,"share":"https://www.laohu8.com/m/news/2649930935?lang=zh_CN&edition=full","pubTime":"2026-07-08 04:40","market":"other","language":"zh","title":"SK海力士美国上市交易据悉获得数倍超额认购，周四将正式定价","url":"https://stock-news.laohu8.com/highlight/detail?id=2649930935","media":"环球市场播报","summary":"知情人士称，SK海力士规模280亿美元的美国上市交易在周四定价前已获得数倍超额认购。SK海力士发言人暂未回应置评请求International Financing Review率先报道了此次发行的认购情况。　　SK海力士周一启动推介活动，计划发行1.779亿份美国存托凭证，按上周五其韩国普通股收盘价计算，发行规模约280亿美元。此次发行相当于SK海力士市值的2.5%。　　Baillie Gifford、Coatue Management和Situational Awareness Partners已表示，有意在此次首次发售中认购价值最高70亿美元的ADR。","content":"<html><head></head><body><p style=\"text-align: left;\">知情人士称，<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>规模280亿美元的美国上市交易在周四定价前已获得数倍超额认购。</p><p style=\"text-align: left;\">消息人士称，这家韩国存储芯片制造商此次发行吸引了全球做多型股票基金和专注科技领域的投资者踊跃认购。</p><p style=\"text-align: left;\">知情人士称，约1，000家机构投资者周一参加了管理层举行的路演电话会议。SK海力士发言人暂未回应置评请求International Financing Review率先报道了此次发行的认购情况。</p><p style=\"text-align: left;\">SK海力士周一启动推介活动，计划发行1.779亿份美国存托凭证（ADR），按上周五其韩国普通股收盘价计算，发行规模约280亿美元。这将使其有望于创下外国企业有史以来规模最大的美国上市交易纪录。</p><p style=\"text-align: left;\">每份ADR代表十分之一股普通股。此次发行相当于SK海力士市值的2.5%。尽管全球芯片股大幅波动，该公司市值今年以来已增长逾两倍，达到1万亿美元以上。</p><p style=\"text-align: left;\">知情人士称，此次ADR发行预计将于纽约时间周四下午早些时候，即韩国股市开盘前完成定价，ADR将于周五在Nasdaq Global Select Market挂牌交易。</p><p style=\"text-align: left;\">由于韩国上市股票转换为ADR受到限制，套利交易可能受限，或导致ADR较普通股出现溢价交易。</p><p style=\"text-align: left;\">承销行包括美国银行、花旗集团、高盛集团和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>。</p><p style=\"text-align: left;\">Baillie Gifford、Coatue Management和Situational Awareness Partners已表示，有意在此次首次发售中认购价值最高70亿美元的ADR。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SK海力士美国上市交易据悉获得数倍超额认购，周四将正式定价</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSK海力士美国上市交易据悉获得数倍超额认购，周四将正式定价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-08 04:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-08/doc-inifzshn8154730.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>知情人士称，SK海力士规模280亿美元的美国上市交易在周四定价前已获得数倍超额认购。消息人士称，这家韩国存储芯片制造商此次发行吸引了全球做多型股票基金和专注科技领域的投资者踊跃认购。知情人士称，约1，000家机构投资者周一参加了管理层举行的路演电话会议。SK海力士发言人暂未回应置评请求International Financing Review率先报道了此次发行的认购情况。SK海力士周一启动推介...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-08/doc-inifzshn8154730.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/662c77edba8345be9dc20be478652d46","relate_stocks":{"IPOS":"Renaissance International IPO ETF","DRAL":"2倍做多DRAM ETF-Defiance","EDZ":"新兴市场ETF-Direxion三倍做空","RAM":"2倍做多DRAM ETF-T-REX","SKHY":"SK海力士","EEMO":"Invesco S&P Emerging Markets Momentum ETF","SKHYV":"SK海力士-WI"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-08/doc-inifzshn8154730.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2649930935","content_text":"知情人士称，SK海力士规模280亿美元的美国上市交易在周四定价前已获得数倍超额认购。消息人士称，这家韩国存储芯片制造商此次发行吸引了全球做多型股票基金和专注科技领域的投资者踊跃认购。知情人士称，约1，000家机构投资者周一参加了管理层举行的路演电话会议。SK海力士发言人暂未回应置评请求International Financing Review率先报道了此次发行的认购情况。SK海力士周一启动推介活动，计划发行1.779亿份美国存托凭证（ADR），按上周五其韩国普通股收盘价计算，发行规模约280亿美元。这将使其有望于创下外国企业有史以来规模最大的美国上市交易纪录。每份ADR代表十分之一股普通股。此次发行相当于SK海力士市值的2.5%。尽管全球芯片股大幅波动，该公司市值今年以来已增长逾两倍，达到1万亿美元以上。知情人士称，此次ADR发行预计将于纽约时间周四下午早些时候，即韩国股市开盘前完成定价，ADR将于周五在Nasdaq Global Select Market挂牌交易。由于韩国上市股票转换为ADR受到限制，套利交易可能受限，或导致ADR较普通股出现溢价交易。承销行包括美国银行、花旗集团、高盛集团和摩根大通。Baillie Gifford、Coatue Management和Situational Awareness Partners已表示，有意在此次首次发售中认购价值最高70亿美元的ADR。","news_type":1,"symbols_score_info":{"IPOS":1.5,"DRAL":0.6,"RAM":1.5,"SKHY":1.5,"EDZ":1.5,"SKHYV":1,"EEMO":1.5}},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}