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gghfftgf
07-16
就这？
韩国收紧单只股票杠杆ETF交易规则：暂停新的杠杆产品上市，保证金提高至3000万韩元，限制每次交易20股
gghfftgf
07-16
$3倍做多韩国ETF-Direxion(KORU)$
夜盘没了？
gghfftgf
07-13
亮眼在哪？
SK海力士韩股股价暴跌逾15%创史上最大单日跌幅，此前纳斯达克首秀表现亮眼
gghfftgf
06-16
也就是说他不会谋求例外的连任
特朗普：在我卸任之时，美国或将掌控超五成芯片产业
去老虎APP查看更多动态
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15:09","market":"us","language":"zh","title":"韩国收紧单只股票杠杆ETF交易规则：暂停新的杠杆产品上市，保证金提高至3000万韩元，限制每次交易20股","url":"https://stock-news.laohu8.com/highlight/detail?id=1157379157","media":"老虎资讯综合","summary":"韩国金融管理委员会宣布针对单支股票杠杆ETF的措施，韩国将禁止新的单一股票杠杆产品上市。","content":"<html><head></head><body><p style=\"text-align: left;\">据韩联社，今后韩国投资者若要交易单只股票杠杆交易型开放式指数基金（ETF），必须持有<strong>3000万韩元现金作为基础保证金</strong>。</p><p style=\"text-align: left;\">单只股票杠杆产品将无法按照1股为单位进行交易，只能以每次20股为单位买卖，预计这将导致交易量较目前有所减少。</p><p style=\"text-align: left;\">韩国金融委员会、金融监督院和韩国交易所于16日下午，根据由韩国副总理具润哲主持的市场状况检查会议讨论结果，公布了以完善单只股票杠杆产品为主要内容的补充方案。</p><p style=\"text-align: left;\">首先，投资单只股票杠杆产品所需的基础保证金要求，将从现有的<strong>1000万韩元提高至3000万韩元</strong>。</p><p style=\"text-align: left;\">此前，在1000万韩元的基础保证金中，70%可以通过持有股票的价值进行抵扣，因此只要持有价值700万韩元的股票以及300万韩元现金，即可进行投资。</p><p style=\"text-align: left;\">但未来，投资单只股票杠杆产品时，必须持有全部<strong>3000万韩元现金</strong>。也就是说，所需现金实际上从最低300万韩元提高至3000万韩元。</p><p style=\"text-align: left;\">交易数量单位未来也将暂时扩大至<strong>每次20股</strong>。</p><p style=\"text-align: left;\">目前，单只股票杠杆产品通常按照杠杆产品惯例，以发行价格约1万至2万韩元发行和交易，因此投资者可以以低于三星电子、SK海力士基础资产价格的金额进行投资。但如果交易单位提高至每次20股，预计将产生降低交易量的效果。</p><p style=\"text-align: left;\">提高基础保证金的措施预计将在<strong>8月内实施</strong>，交易数量单位调整则考虑到各证券公司的系统开发时间，预计将在<strong>11月内实施</strong>。</p><p style=\"text-align: left;\">同时，将加强价格偏离率管理方式。价格偏离率是指以百分比表示的ETF实际价值（净资产价值NAV）与市场交易实际价格（收盘价）之间差异的指标。</p><p style=\"text-align: left;\">证券公司价格偏离率管理义务标准将从目前的<strong>3%收紧至2%</strong>，并将考虑限制违反合理偏离率规定的ETF运营公司发行新的ETF。投资注意类股票指定程序也将由现有的<strong>3个阶段缩减为2个阶段</strong>。</p><p style=\"text-align: left;\">此外，投资单只股票杠杆产品所需完成的教育时间也将从现有的<strong>2小时增加至3小时</strong>。在市场稳定之前，将暂时停止新的单只股票杠杆产品上市。对于已经交易中的产品，也禁止进行广告和市场推广。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719c6fa92054bc6b4b9ed40bbbc67748\" data-align=\"center\" tg-width=\"1062\" tg-height=\"960\"/><span></span></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>韩国收紧单只股票杠杆ETF交易规则：暂停新的杠杆产品上市，保证金提高至3000万韩元，限制每次交易20股</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\">\n韩国收紧单只股票杠杆ETF交易规则：暂停新的杠杆产品上市，保证金提高至3000万韩元，限制每次交易20股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-16 15:09</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;\">据韩联社，今后韩国投资者若要交易单只股票杠杆交易型开放式指数基金（ETF），必须持有<strong>3000万韩元现金作为基础保证金</strong>。</p><p style=\"text-align: left;\">单只股票杠杆产品将无法按照1股为单位进行交易，只能以每次20股为单位买卖，预计这将导致交易量较目前有所减少。</p><p style=\"text-align: left;\">韩国金融委员会、金融监督院和韩国交易所于16日下午，根据由韩国副总理具润哲主持的市场状况检查会议讨论结果，公布了以完善单只股票杠杆产品为主要内容的补充方案。</p><p style=\"text-align: left;\">首先，投资单只股票杠杆产品所需的基础保证金要求，将从现有的<strong>1000万韩元提高至3000万韩元</strong>。</p><p style=\"text-align: left;\">此前，在1000万韩元的基础保证金中，70%可以通过持有股票的价值进行抵扣，因此只要持有价值700万韩元的股票以及300万韩元现金，即可进行投资。</p><p style=\"text-align: left;\">但未来，投资单只股票杠杆产品时，必须持有全部<strong>3000万韩元现金</strong>。也就是说，所需现金实际上从最低300万韩元提高至3000万韩元。</p><p style=\"text-align: left;\">交易数量单位未来也将暂时扩大至<strong>每次20股</strong>。</p><p style=\"text-align: left;\">目前，单只股票杠杆产品通常按照杠杆产品惯例，以发行价格约1万至2万韩元发行和交易，因此投资者可以以低于三星电子、SK海力士基础资产价格的金额进行投资。但如果交易单位提高至每次20股，预计将产生降低交易量的效果。</p><p style=\"text-align: left;\">提高基础保证金的措施预计将在<strong>8月内实施</strong>，交易数量单位调整则考虑到各证券公司的系统开发时间，预计将在<strong>11月内实施</strong>。</p><p style=\"text-align: left;\">同时，将加强价格偏离率管理方式。价格偏离率是指以百分比表示的ETF实际价值（净资产价值NAV）与市场交易实际价格（收盘价）之间差异的指标。</p><p style=\"text-align: left;\">证券公司价格偏离率管理义务标准将从目前的<strong>3%收紧至2%</strong>，并将考虑限制违反合理偏离率规定的ETF运营公司发行新的ETF。投资注意类股票指定程序也将由现有的<strong>3个阶段缩减为2个阶段</strong>。</p><p style=\"text-align: left;\">此外，投资单只股票杠杆产品所需完成的教育时间也将从现有的<strong>2小时增加至3小时</strong>。在市场稳定之前，将暂时停止新的单只股票杠杆产品上市。对于已经交易中的产品，也禁止进行广告和市场推广。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719c6fa92054bc6b4b9ed40bbbc67748\" data-align=\"center\" tg-width=\"1062\" tg-height=\"960\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e5548d852cc14b265e6b46b6eff8931","relate_stocks":{"SK":"2倍做多海力士ETF-Corgi","SKHX":"2倍做多海力士ETF-Leverage Shares","SKUU":"2倍做多海力士ETF-GraniteShares","SKDD":"2倍做空海力士ETF-GraniteShares","KORU":"3倍做多韩国ETF-Direxion","EWY":"韩国ETF-iShares MSCI","SKHU":"2倍做多海力士-ProShares","07747":"南方两倍做多三星电子","HYNX":"2倍做多海力士ETF-T-REX","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHY":"SK海力士","07709":"XL二南方海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157379157","content_text":"据韩联社，今后韩国投资者若要交易单只股票杠杆交易型开放式指数基金（ETF），必须持有3000万韩元现金作为基础保证金。单只股票杠杆产品将无法按照1股为单位进行交易，只能以每次20股为单位买卖，预计这将导致交易量较目前有所减少。韩国金融委员会、金融监督院和韩国交易所于16日下午，根据由韩国副总理具润哲主持的市场状况检查会议讨论结果，公布了以完善单只股票杠杆产品为主要内容的补充方案。首先，投资单只股票杠杆产品所需的基础保证金要求，将从现有的1000万韩元提高至3000万韩元。此前，在1000万韩元的基础保证金中，70%可以通过持有股票的价值进行抵扣，因此只要持有价值700万韩元的股票以及300万韩元现金，即可进行投资。但未来，投资单只股票杠杆产品时，必须持有全部3000万韩元现金。也就是说，所需现金实际上从最低300万韩元提高至3000万韩元。交易数量单位未来也将暂时扩大至每次20股。目前，单只股票杠杆产品通常按照杠杆产品惯例，以发行价格约1万至2万韩元发行和交易，因此投资者可以以低于三星电子、SK海力士基础资产价格的金额进行投资。但如果交易单位提高至每次20股，预计将产生降低交易量的效果。提高基础保证金的措施预计将在8月内实施，交易数量单位调整则考虑到各证券公司的系统开发时间，预计将在11月内实施。同时，将加强价格偏离率管理方式。价格偏离率是指以百分比表示的ETF实际价值（净资产价值NAV）与市场交易实际价格（收盘价）之间差异的指标。证券公司价格偏离率管理义务标准将从目前的3%收紧至2%，并将考虑限制违反合理偏离率规定的ETF运营公司发行新的ETF。投资注意类股票指定程序也将由现有的3个阶段缩减为2个阶段。此外，投资单只股票杠杆产品所需完成的教育时间也将从现有的2小时增加至3小时。在市场稳定之前，将暂时停止新的单只股票杠杆产品上市。对于已经交易中的产品，也禁止进行广告和市场推广。","news_type":1,"symbols_score_info":{"07747":2,"SKHY":2,"SKDD":0.6,"SKUU":0.6,"07709":2,"SKHZ":0.6,"SK":0.6,"HYNX":0.6,"SKHX":0.6,"EWY":2,"KORU":2,"SKHU":0.6}},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586227205907512,"gmtCreate":1784153314698,"gmtModify":1784161734947,"author":{"id":"4110710882721070","authorId":"4110710882721070","name":"gghfftgf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110710882721070","idStr":"4110710882721070"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> 夜盘没了？","listText":"<a href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> 夜盘没了？","text":"$3倍做多韩国ETF-Direxion(KORU)$ 夜盘没了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/586227205907512","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585306253173672,"gmtCreate":1783928469800,"gmtModify":1783929647564,"author":{"id":"4110710882721070","authorId":"4110710882721070","name":"gghfftgf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110710882721070","idStr":"4110710882721070"},"themes":[],"title":"","htmlText":"亮眼在哪？","listText":"亮眼在哪？","text":"亮眼在哪？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585306253173672","repostId":"1161624869","repostType":2,"repost":{"id":"1161624869","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1783927759,"share":"https://www.laohu8.com/m/news/1161624869?lang=zh_CN&edition=full","pubTime":"2026-07-13 15:29","market":"us","language":"zh","title":"SK海力士韩股股价暴跌逾15%创史上最大单日跌幅，此前纳斯达克首秀表现亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1161624869","media":"老虎资讯综合","summary":"在经历纳斯达克上市首秀的强劲表现后，SK海力士韩国股价周一在首尔暴跌超过15%，创下公司上市以来最差单日表现。LSEG数据显示，这家芯片巨头股价周一收跌15.4%，创下公司历史最大单日跌幅。Yoo还表示，此次抛售也与此次发行机制有关。他指出，许多投资者此前因亚洲AI芯片制造商股价大幅上涨，已持有过高仓位。Wool表示，AI投资正在从半导体领域逐步扩展到更广泛的产业链，但这一趋势仍将持续利好SK海力士等存储芯片供应商。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">SK海力士（SK Hynix Inc.）韩国股价周一在首尔暴跌15.46%，此前该公司在纳斯达克上市首日表现强劲。</p></li><li><p style=\"text-align: left;\">分析师表示，此次回调很可能只是暂时现象，因为人工智能（AI）带来的结构性需求仍持续超过供应。</p></li></ul><p style=\"text-align: left;\">在经历纳斯达克上市首秀的强劲表现后，SK海力士韩国股价周一在首尔暴跌超过15%，创下公司上市以来最差单日表现。投资者一方面选择获利了结，另一方面也在权衡人工智能（AI）存储芯片的需求前景，以及公司股价今年以来的大幅上涨是否已经透支了未来预期。</p><p style=\"text-align: left;\">LSEG数据显示，这家芯片巨头股价周一收跌15.4%，创下公司历史最大单日跌幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1918dec6317815e5897c0dde00e1e494\" data-align=\"center\" tg-width=\"950\" tg-height=\"280\"/><span></span></p><p style=\"text-align: left;\">这家韩国存储芯片制造商的美国股票凭证（ADR）上周五在华尔街上市首日上涨13%，反映出美国投资者对AI相关半导体股票的强劲需求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/76ba019ce1cb4b5cdf5968672d404433\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">分析师表示，周一股价下跌是获利回吐和估值不确定性共同作用的结果。市场正在思考，美国上市股票相对于韩国本土股票应如何定价，而ADR上市实际上为投资者评估SK海力士估值建立了一个新的基准。</p><p style=\"text-align: left;\">元大证券（Yuanta Securities）全球策略师Daniel Yoo表示：“大家现在都非常困惑，不知道未来存储芯片需求究竟会如何，也不知道合理股价应该在哪里。”</p><p style=\"text-align: left;\">他表示：“关键在于需求到底有多大、未来会有多少新增供应，以及最终市场愿意给予公司什么样的估值倍数。”</p><p style=\"text-align: left;\">Yoo指出，台积电（Taiwan Semiconductor Manufacturing Co.）在美国上市的ADR通常较其台湾本土股票存在约13%至14%的溢价，而SK海力士此次大幅波动，则导致其美国上市股票与韩国本土股票之间形成了超过20%的价差（折价）。</p><p style=\"text-align: left;\">Yoo还表示，此次抛售也与此次发行机制有关。他认为，这实际上属于“新增股份发行”，增加了市场可流通股票数量。</p><p style=\"text-align: left;\">他说：“市场正把这视为SK海力士韩国本土股票的一段调整期。”</p><p style=\"text-align: left;\">不过，他认为此次回调很可能只是暂时的，因为AI带来的结构性需求依然持续超过供应。他预计，尽管短期内股价可能继续波动，但未来6至12个月，公司股价仍将“朝着正确的方向”发展。</p><p style=\"text-align: left;\">Rayliant Global Advisors首席研究官Phillip Wool同样淡化了近期亚洲AI硬件股的疲弱表现。他认为，这更多是投资组合再平衡，而非行业前景恶化。</p><p style=\"text-align: left;\">Wool表示：“我认为这主要是风险管理。”</p><p style=\"text-align: left;\">他指出，许多投资者此前因亚洲AI芯片制造商股价大幅上涨，已持有过高仓位。</p><p style=\"text-align: left;\">他说：“从审慎的风险管理角度来看，投资者必须适当降低这些仓位。”</p><p style=\"text-align: left;\">他补充称，此轮抛售“并不意味着市场对AI硬件的热情有所减弱”。</p><p style=\"text-align: left;\">Wool表示，AI投资正在从半导体领域逐步扩展到更广泛的产业链，但这一趋势仍将持续利好SK海力士等存储芯片供应商。</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海力士韩股股价暴跌逾15%创史上最大单日跌幅，此前纳斯达克首秀表现亮眼</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海力士韩股股价暴跌逾15%创史上最大单日跌幅，此前纳斯达克首秀表现亮眼\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-13 15:29</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;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">SK海力士（SK Hynix Inc.）韩国股价周一在首尔暴跌15.46%，此前该公司在纳斯达克上市首日表现强劲。</p></li><li><p style=\"text-align: left;\">分析师表示，此次回调很可能只是暂时现象，因为人工智能（AI）带来的结构性需求仍持续超过供应。</p></li></ul><p style=\"text-align: left;\">在经历纳斯达克上市首秀的强劲表现后，SK海力士韩国股价周一在首尔暴跌超过15%，创下公司上市以来最差单日表现。投资者一方面选择获利了结，另一方面也在权衡人工智能（AI）存储芯片的需求前景，以及公司股价今年以来的大幅上涨是否已经透支了未来预期。</p><p style=\"text-align: left;\">LSEG数据显示，这家芯片巨头股价周一收跌15.4%，创下公司历史最大单日跌幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1918dec6317815e5897c0dde00e1e494\" data-align=\"center\" tg-width=\"950\" tg-height=\"280\"/><span></span></p><p style=\"text-align: left;\">这家韩国存储芯片制造商的美国股票凭证（ADR）上周五在华尔街上市首日上涨13%，反映出美国投资者对AI相关半导体股票的强劲需求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/76ba019ce1cb4b5cdf5968672d404433\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">分析师表示，周一股价下跌是获利回吐和估值不确定性共同作用的结果。市场正在思考，美国上市股票相对于韩国本土股票应如何定价，而ADR上市实际上为投资者评估SK海力士估值建立了一个新的基准。</p><p style=\"text-align: left;\">元大证券（Yuanta Securities）全球策略师Daniel Yoo表示：“大家现在都非常困惑，不知道未来存储芯片需求究竟会如何，也不知道合理股价应该在哪里。”</p><p style=\"text-align: left;\">他表示：“关键在于需求到底有多大、未来会有多少新增供应，以及最终市场愿意给予公司什么样的估值倍数。”</p><p style=\"text-align: left;\">Yoo指出，台积电（Taiwan Semiconductor Manufacturing Co.）在美国上市的ADR通常较其台湾本土股票存在约13%至14%的溢价，而SK海力士此次大幅波动，则导致其美国上市股票与韩国本土股票之间形成了超过20%的价差（折价）。</p><p style=\"text-align: left;\">Yoo还表示，此次抛售也与此次发行机制有关。他认为，这实际上属于“新增股份发行”，增加了市场可流通股票数量。</p><p style=\"text-align: left;\">他说：“市场正把这视为SK海力士韩国本土股票的一段调整期。”</p><p style=\"text-align: left;\">不过，他认为此次回调很可能只是暂时的，因为AI带来的结构性需求依然持续超过供应。他预计，尽管短期内股价可能继续波动，但未来6至12个月，公司股价仍将“朝着正确的方向”发展。</p><p style=\"text-align: left;\">Rayliant Global Advisors首席研究官Phillip Wool同样淡化了近期亚洲AI硬件股的疲弱表现。他认为，这更多是投资组合再平衡，而非行业前景恶化。</p><p style=\"text-align: left;\">Wool表示：“我认为这主要是风险管理。”</p><p style=\"text-align: left;\">他指出，许多投资者此前因亚洲AI芯片制造商股价大幅上涨，已持有过高仓位。</p><p style=\"text-align: left;\">他说：“从审慎的风险管理角度来看，投资者必须适当降低这些仓位。”</p><p style=\"text-align: left;\">他补充称，此轮抛售“并不意味着市场对AI硬件的热情有所减弱”。</p><p style=\"text-align: left;\">Wool表示，AI投资正在从半导体领域逐步扩展到更广泛的产业链，但这一趋势仍将持续利好SK海力士等存储芯片供应商。</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":{"SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage Shares","07709":"XL二南方海力士","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHYV":"SK海力士-WI","SKHY":"SK海力士","SKDD":"2倍做空海力士ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161624869","content_text":"要点SK海力士（SK Hynix Inc.）韩国股价周一在首尔暴跌15.46%，此前该公司在纳斯达克上市首日表现强劲。分析师表示，此次回调很可能只是暂时现象，因为人工智能（AI）带来的结构性需求仍持续超过供应。在经历纳斯达克上市首秀的强劲表现后，SK海力士韩国股价周一在首尔暴跌超过15%，创下公司上市以来最差单日表现。投资者一方面选择获利了结，另一方面也在权衡人工智能（AI）存储芯片的需求前景，以及公司股价今年以来的大幅上涨是否已经透支了未来预期。LSEG数据显示，这家芯片巨头股价周一收跌15.4%，创下公司历史最大单日跌幅。这家韩国存储芯片制造商的美国股票凭证（ADR）上周五在华尔街上市首日上涨13%，反映出美国投资者对AI相关半导体股票的强劲需求。分析师表示，周一股价下跌是获利回吐和估值不确定性共同作用的结果。市场正在思考，美国上市股票相对于韩国本土股票应如何定价，而ADR上市实际上为投资者评估SK海力士估值建立了一个新的基准。元大证券（Yuanta Securities）全球策略师Daniel Yoo表示：“大家现在都非常困惑，不知道未来存储芯片需求究竟会如何，也不知道合理股价应该在哪里。”他表示：“关键在于需求到底有多大、未来会有多少新增供应，以及最终市场愿意给予公司什么样的估值倍数。”Yoo指出，台积电（Taiwan Semiconductor Manufacturing Co.）在美国上市的ADR通常较其台湾本土股票存在约13%至14%的溢价，而SK海力士此次大幅波动，则导致其美国上市股票与韩国本土股票之间形成了超过20%的价差（折价）。Yoo还表示，此次抛售也与此次发行机制有关。他认为，这实际上属于“新增股份发行”，增加了市场可流通股票数量。他说：“市场正把这视为SK海力士韩国本土股票的一段调整期。”不过，他认为此次回调很可能只是暂时的，因为AI带来的结构性需求依然持续超过供应。他预计，尽管短期内股价可能继续波动，但未来6至12个月，公司股价仍将“朝着正确的方向”发展。Rayliant Global Advisors首席研究官Phillip Wool同样淡化了近期亚洲AI硬件股的疲弱表现。他认为，这更多是投资组合再平衡，而非行业前景恶化。Wool表示：“我认为这主要是风险管理。”他指出，许多投资者此前因亚洲AI芯片制造商股价大幅上涨，已持有过高仓位。他说：“从审慎的风险管理角度来看，投资者必须适当降低这些仓位。”他补充称，此轮抛售“并不意味着市场对AI硬件的热情有所减弱”。Wool表示，AI投资正在从半导体领域逐步扩展到更广泛的产业链，但这一趋势仍将持续利好SK海力士等存储芯片供应商。","news_type":1,"symbols_score_info":{"SKHX":0.6,"SKHZ":0.6,"07709":2,"SKDD":0.6,"SKUU":0.6,"SKHY":2,"SKHYV":2}},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575855171995912,"gmtCreate":1781603597244,"gmtModify":1781603721350,"author":{"id":"4110710882721070","authorId":"4110710882721070","name":"gghfftgf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4110710882721070","idStr":"4110710882721070"},"themes":[],"title":"","htmlText":"也就是说他不会谋求例外的连任","listText":"也就是说他不会谋求例外的连任","text":"也就是说他不会谋求例外的连任","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/575855171995912","repostId":"2643758086","repostType":2,"repost":{"id":"2643758086","kind":"live","pubTimestamp":1781603072,"share":"https://www.laohu8.com/m/news/2643758086?lang=zh_CN&edition=full","pubTime":"2026-06-16 17:44","market":"us","language":"zh","title":"特朗普：在我卸任之时，美国或将掌控超五成芯片产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2643758086","media":"智通财经","summary":"特朗普：在我卸任之时，美国或将掌控超五成芯片产业。","content":"<html><head></head><body><div>\n<div>\n 特朗普：在我卸任之时，美国或将掌控超五成芯片产业。 </div>\n</div></body></html>","source":"live_zhitongcaijing","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>特朗普：在我卸任之时，美国或将掌控超五成芯片产业</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fbdf8f4e49a68183acf7f324c9833000","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","TSM":"台积电","MRVL":"迈威尔科技","LRCU":"2倍做多LRCX ETF-Tradr","HIMX":"奇景光电","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","TXN":"德州仪器","SMCC":"2倍做多SMCI ETF-Corgi","AVGG":"2倍做多AVGO ETF-Leverage Shares","AMBQ":"Ambiq Micro","ASMG":"2倍做多ASML ETF- Leverage Shares","SMYY":"GraniteShares YieldBOOST SMCI ETF","AVGU":"2倍做多AVGO ETF-GraniteShares","AMDD":"1倍做空AMD ETF-Direxion","SMCL":"2倍做多SMCI ETF-Graniteshares","UCTT":"超科林半导体","ANV":"GraniteShares Autocallable NVDA ETF","SNPX":"2倍做多SNPS ETF-Tradr","AMDG":"2倍做多AMD ETF- Leverage Shares","AVGW":"Roundhill AVGO WeeklyPay ETF","AMDL":"2倍做多AMD ETF-GraniteShares","ASMU":"Direxion Daily ASML Bull 2X ETF","AVGX":"2倍做多AVGO ETF-Defiance","MUU":"2倍做多MU ETF-Direxion","Q":"Qnity 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15:09","market":"us","language":"zh","title":"韩国收紧单只股票杠杆ETF交易规则：暂停新的杠杆产品上市，保证金提高至3000万韩元，限制每次交易20股","url":"https://stock-news.laohu8.com/highlight/detail?id=1157379157","media":"老虎资讯综合","summary":"韩国金融管理委员会宣布针对单支股票杠杆ETF的措施，韩国将禁止新的单一股票杠杆产品上市。","content":"<html><head></head><body><p style=\"text-align: left;\">据韩联社，今后韩国投资者若要交易单只股票杠杆交易型开放式指数基金（ETF），必须持有<strong>3000万韩元现金作为基础保证金</strong>。</p><p style=\"text-align: left;\">单只股票杠杆产品将无法按照1股为单位进行交易，只能以每次20股为单位买卖，预计这将导致交易量较目前有所减少。</p><p style=\"text-align: left;\">韩国金融委员会、金融监督院和韩国交易所于16日下午，根据由韩国副总理具润哲主持的市场状况检查会议讨论结果，公布了以完善单只股票杠杆产品为主要内容的补充方案。</p><p style=\"text-align: left;\">首先，投资单只股票杠杆产品所需的基础保证金要求，将从现有的<strong>1000万韩元提高至3000万韩元</strong>。</p><p style=\"text-align: left;\">此前，在1000万韩元的基础保证金中，70%可以通过持有股票的价值进行抵扣，因此只要持有价值700万韩元的股票以及300万韩元现金，即可进行投资。</p><p style=\"text-align: left;\">但未来，投资单只股票杠杆产品时，必须持有全部<strong>3000万韩元现金</strong>。也就是说，所需现金实际上从最低300万韩元提高至3000万韩元。</p><p style=\"text-align: left;\">交易数量单位未来也将暂时扩大至<strong>每次20股</strong>。</p><p style=\"text-align: left;\">目前，单只股票杠杆产品通常按照杠杆产品惯例，以发行价格约1万至2万韩元发行和交易，因此投资者可以以低于三星电子、SK海力士基础资产价格的金额进行投资。但如果交易单位提高至每次20股，预计将产生降低交易量的效果。</p><p style=\"text-align: left;\">提高基础保证金的措施预计将在<strong>8月内实施</strong>，交易数量单位调整则考虑到各证券公司的系统开发时间，预计将在<strong>11月内实施</strong>。</p><p style=\"text-align: left;\">同时，将加强价格偏离率管理方式。价格偏离率是指以百分比表示的ETF实际价值（净资产价值NAV）与市场交易实际价格（收盘价）之间差异的指标。</p><p style=\"text-align: left;\">证券公司价格偏离率管理义务标准将从目前的<strong>3%收紧至2%</strong>，并将考虑限制违反合理偏离率规定的ETF运营公司发行新的ETF。投资注意类股票指定程序也将由现有的<strong>3个阶段缩减为2个阶段</strong>。</p><p style=\"text-align: left;\">此外，投资单只股票杠杆产品所需完成的教育时间也将从现有的<strong>2小时增加至3小时</strong>。在市场稳定之前，将暂时停止新的单只股票杠杆产品上市。对于已经交易中的产品，也禁止进行广告和市场推广。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719c6fa92054bc6b4b9ed40bbbc67748\" data-align=\"center\" tg-width=\"1062\" tg-height=\"960\"/><span></span></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>韩国收紧单只股票杠杆ETF交易规则：暂停新的杠杆产品上市，保证金提高至3000万韩元，限制每次交易20股</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\">\n韩国收紧单只股票杠杆ETF交易规则：暂停新的杠杆产品上市，保证金提高至3000万韩元，限制每次交易20股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-16 15:09</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;\">据韩联社，今后韩国投资者若要交易单只股票杠杆交易型开放式指数基金（ETF），必须持有<strong>3000万韩元现金作为基础保证金</strong>。</p><p style=\"text-align: left;\">单只股票杠杆产品将无法按照1股为单位进行交易，只能以每次20股为单位买卖，预计这将导致交易量较目前有所减少。</p><p style=\"text-align: left;\">韩国金融委员会、金融监督院和韩国交易所于16日下午，根据由韩国副总理具润哲主持的市场状况检查会议讨论结果，公布了以完善单只股票杠杆产品为主要内容的补充方案。</p><p style=\"text-align: left;\">首先，投资单只股票杠杆产品所需的基础保证金要求，将从现有的<strong>1000万韩元提高至3000万韩元</strong>。</p><p style=\"text-align: left;\">此前，在1000万韩元的基础保证金中，70%可以通过持有股票的价值进行抵扣，因此只要持有价值700万韩元的股票以及300万韩元现金，即可进行投资。</p><p style=\"text-align: left;\">但未来，投资单只股票杠杆产品时，必须持有全部<strong>3000万韩元现金</strong>。也就是说，所需现金实际上从最低300万韩元提高至3000万韩元。</p><p style=\"text-align: left;\">交易数量单位未来也将暂时扩大至<strong>每次20股</strong>。</p><p style=\"text-align: left;\">目前，单只股票杠杆产品通常按照杠杆产品惯例，以发行价格约1万至2万韩元发行和交易，因此投资者可以以低于三星电子、SK海力士基础资产价格的金额进行投资。但如果交易单位提高至每次20股，预计将产生降低交易量的效果。</p><p style=\"text-align: left;\">提高基础保证金的措施预计将在<strong>8月内实施</strong>，交易数量单位调整则考虑到各证券公司的系统开发时间，预计将在<strong>11月内实施</strong>。</p><p style=\"text-align: left;\">同时，将加强价格偏离率管理方式。价格偏离率是指以百分比表示的ETF实际价值（净资产价值NAV）与市场交易实际价格（收盘价）之间差异的指标。</p><p style=\"text-align: left;\">证券公司价格偏离率管理义务标准将从目前的<strong>3%收紧至2%</strong>，并将考虑限制违反合理偏离率规定的ETF运营公司发行新的ETF。投资注意类股票指定程序也将由现有的<strong>3个阶段缩减为2个阶段</strong>。</p><p style=\"text-align: left;\">此外，投资单只股票杠杆产品所需完成的教育时间也将从现有的<strong>2小时增加至3小时</strong>。在市场稳定之前，将暂时停止新的单只股票杠杆产品上市。对于已经交易中的产品，也禁止进行广告和市场推广。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/719c6fa92054bc6b4b9ed40bbbc67748\" data-align=\"center\" tg-width=\"1062\" tg-height=\"960\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e5548d852cc14b265e6b46b6eff8931","relate_stocks":{"SK":"2倍做多海力士ETF-Corgi","SKHX":"2倍做多海力士ETF-Leverage Shares","SKUU":"2倍做多海力士ETF-GraniteShares","SKDD":"2倍做空海力士ETF-GraniteShares","KORU":"3倍做多韩国ETF-Direxion","EWY":"韩国ETF-iShares MSCI","SKHU":"2倍做多海力士-ProShares","07747":"南方两倍做多三星电子","HYNX":"2倍做多海力士ETF-T-REX","SKHZ":"1倍做空海力士ETF-Leverage 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17:44","market":"us","language":"zh","title":"特朗普：在我卸任之时，美国或将掌控超五成芯片产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2643758086","media":"智通财经","summary":"特朗普：在我卸任之时，美国或将掌控超五成芯片产业。","content":"<html><head></head><body><div>\n<div>\n 特朗普：在我卸任之时，美国或将掌控超五成芯片产业。 </div>\n</div></body></html>","source":"live_zhitongcaijing","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>特朗普：在我卸任之时，美国或将掌控超五成芯片产业</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fbdf8f4e49a68183acf7f324c9833000","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","TSM":"台积电","MRVL":"迈威尔科技","LRCU":"2倍做多LRCX ETF-Tradr","HIMX":"奇景光电","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","TXN":"德州仪器","SMCC":"2倍做多SMCI ETF-Corgi","AVGG":"2倍做多AVGO ETF-Leverage Shares","AMBQ":"Ambiq Micro","ASMG":"2倍做多ASML ETF- Leverage Shares","SMYY":"GraniteShares YieldBOOST SMCI ETF","AVGU":"2倍做多AVGO ETF-GraniteShares","AMDD":"1倍做空AMD ETF-Direxion","SMCL":"2倍做多SMCI ETF-Graniteshares","UCTT":"超科林半导体","ANV":"GraniteShares Autocallable NVDA ETF","SNPX":"2倍做多SNPS ETF-Tradr","AMDG":"2倍做多AMD ETF- Leverage Shares","AVGW":"Roundhill AVGO WeeklyPay ETF","AMDL":"2倍做多AMD ETF-GraniteShares","ASMU":"Direxion Daily ASML Bull 2X ETF","AVGX":"2倍做多AVGO ETF-Defiance","MUU":"2倍做多MU ETF-Direxion","Q":"Qnity 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href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> 夜盘没了？","listText":"<a href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a> 夜盘没了？","text":"$3倍做多韩国ETF-Direxion(KORU)$ 夜盘没了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/586227205907512","isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585306253173672,"gmtCreate":1783928469800,"gmtModify":1783929647564,"author":{"id":"4110710882721070","authorId":"4110710882721070","name":"gghfftgf","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110710882721070","authorIdStr":"4110710882721070"},"themes":[],"title":"","htmlText":"亮眼在哪？","listText":"亮眼在哪？","text":"亮眼在哪？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585306253173672","repostId":"1161624869","repostType":2,"repost":{"id":"1161624869","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1783927759,"share":"https://www.laohu8.com/m/news/1161624869?lang=zh_CN&edition=full","pubTime":"2026-07-13 15:29","market":"us","language":"zh","title":"SK海力士韩股股价暴跌逾15%创史上最大单日跌幅，此前纳斯达克首秀表现亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=1161624869","media":"老虎资讯综合","summary":"在经历纳斯达克上市首秀的强劲表现后，SK海力士韩国股价周一在首尔暴跌超过15%，创下公司上市以来最差单日表现。LSEG数据显示，这家芯片巨头股价周一收跌15.4%，创下公司历史最大单日跌幅。Yoo还表示，此次抛售也与此次发行机制有关。他指出，许多投资者此前因亚洲AI芯片制造商股价大幅上涨，已持有过高仓位。Wool表示，AI投资正在从半导体领域逐步扩展到更广泛的产业链，但这一趋势仍将持续利好SK海力士等存储芯片供应商。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">SK海力士（SK Hynix Inc.）韩国股价周一在首尔暴跌15.46%，此前该公司在纳斯达克上市首日表现强劲。</p></li><li><p style=\"text-align: left;\">分析师表示，此次回调很可能只是暂时现象，因为人工智能（AI）带来的结构性需求仍持续超过供应。</p></li></ul><p style=\"text-align: left;\">在经历纳斯达克上市首秀的强劲表现后，SK海力士韩国股价周一在首尔暴跌超过15%，创下公司上市以来最差单日表现。投资者一方面选择获利了结，另一方面也在权衡人工智能（AI）存储芯片的需求前景，以及公司股价今年以来的大幅上涨是否已经透支了未来预期。</p><p style=\"text-align: left;\">LSEG数据显示，这家芯片巨头股价周一收跌15.4%，创下公司历史最大单日跌幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1918dec6317815e5897c0dde00e1e494\" data-align=\"center\" tg-width=\"950\" tg-height=\"280\"/><span></span></p><p style=\"text-align: left;\">这家韩国存储芯片制造商的美国股票凭证（ADR）上周五在华尔街上市首日上涨13%，反映出美国投资者对AI相关半导体股票的强劲需求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/76ba019ce1cb4b5cdf5968672d404433\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">分析师表示，周一股价下跌是获利回吐和估值不确定性共同作用的结果。市场正在思考，美国上市股票相对于韩国本土股票应如何定价，而ADR上市实际上为投资者评估SK海力士估值建立了一个新的基准。</p><p style=\"text-align: left;\">元大证券（Yuanta Securities）全球策略师Daniel Yoo表示：“大家现在都非常困惑，不知道未来存储芯片需求究竟会如何，也不知道合理股价应该在哪里。”</p><p style=\"text-align: left;\">他表示：“关键在于需求到底有多大、未来会有多少新增供应，以及最终市场愿意给予公司什么样的估值倍数。”</p><p style=\"text-align: left;\">Yoo指出，台积电（Taiwan Semiconductor Manufacturing Co.）在美国上市的ADR通常较其台湾本土股票存在约13%至14%的溢价，而SK海力士此次大幅波动，则导致其美国上市股票与韩国本土股票之间形成了超过20%的价差（折价）。</p><p style=\"text-align: left;\">Yoo还表示，此次抛售也与此次发行机制有关。他认为，这实际上属于“新增股份发行”，增加了市场可流通股票数量。</p><p style=\"text-align: left;\">他说：“市场正把这视为SK海力士韩国本土股票的一段调整期。”</p><p style=\"text-align: left;\">不过，他认为此次回调很可能只是暂时的，因为AI带来的结构性需求依然持续超过供应。他预计，尽管短期内股价可能继续波动，但未来6至12个月，公司股价仍将“朝着正确的方向”发展。</p><p style=\"text-align: left;\">Rayliant Global Advisors首席研究官Phillip Wool同样淡化了近期亚洲AI硬件股的疲弱表现。他认为，这更多是投资组合再平衡，而非行业前景恶化。</p><p style=\"text-align: left;\">Wool表示：“我认为这主要是风险管理。”</p><p style=\"text-align: left;\">他指出，许多投资者此前因亚洲AI芯片制造商股价大幅上涨，已持有过高仓位。</p><p style=\"text-align: left;\">他说：“从审慎的风险管理角度来看，投资者必须适当降低这些仓位。”</p><p style=\"text-align: left;\">他补充称，此轮抛售“并不意味着市场对AI硬件的热情有所减弱”。</p><p style=\"text-align: left;\">Wool表示，AI投资正在从半导体领域逐步扩展到更广泛的产业链，但这一趋势仍将持续利好SK海力士等存储芯片供应商。</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海力士韩股股价暴跌逾15%创史上最大单日跌幅，此前纳斯达克首秀表现亮眼</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; 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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海力士韩股股价暴跌逾15%创史上最大单日跌幅，此前纳斯达克首秀表现亮眼\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-13 15:29</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;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">SK海力士（SK Hynix Inc.）韩国股价周一在首尔暴跌15.46%，此前该公司在纳斯达克上市首日表现强劲。</p></li><li><p style=\"text-align: left;\">分析师表示，此次回调很可能只是暂时现象，因为人工智能（AI）带来的结构性需求仍持续超过供应。</p></li></ul><p style=\"text-align: left;\">在经历纳斯达克上市首秀的强劲表现后，SK海力士韩国股价周一在首尔暴跌超过15%，创下公司上市以来最差单日表现。投资者一方面选择获利了结，另一方面也在权衡人工智能（AI）存储芯片的需求前景，以及公司股价今年以来的大幅上涨是否已经透支了未来预期。</p><p style=\"text-align: left;\">LSEG数据显示，这家芯片巨头股价周一收跌15.4%，创下公司历史最大单日跌幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1918dec6317815e5897c0dde00e1e494\" data-align=\"center\" tg-width=\"950\" tg-height=\"280\"/><span></span></p><p style=\"text-align: left;\">这家韩国存储芯片制造商的美国股票凭证（ADR）上周五在华尔街上市首日上涨13%，反映出美国投资者对AI相关半导体股票的强劲需求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/76ba019ce1cb4b5cdf5968672d404433\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">分析师表示，周一股价下跌是获利回吐和估值不确定性共同作用的结果。市场正在思考，美国上市股票相对于韩国本土股票应如何定价，而ADR上市实际上为投资者评估SK海力士估值建立了一个新的基准。</p><p style=\"text-align: left;\">元大证券（Yuanta Securities）全球策略师Daniel Yoo表示：“大家现在都非常困惑，不知道未来存储芯片需求究竟会如何，也不知道合理股价应该在哪里。”</p><p style=\"text-align: left;\">他表示：“关键在于需求到底有多大、未来会有多少新增供应，以及最终市场愿意给予公司什么样的估值倍数。”</p><p style=\"text-align: left;\">Yoo指出，台积电（Taiwan Semiconductor Manufacturing Co.）在美国上市的ADR通常较其台湾本土股票存在约13%至14%的溢价，而SK海力士此次大幅波动，则导致其美国上市股票与韩国本土股票之间形成了超过20%的价差（折价）。</p><p style=\"text-align: left;\">Yoo还表示，此次抛售也与此次发行机制有关。他认为，这实际上属于“新增股份发行”，增加了市场可流通股票数量。</p><p style=\"text-align: left;\">他说：“市场正把这视为SK海力士韩国本土股票的一段调整期。”</p><p style=\"text-align: left;\">不过，他认为此次回调很可能只是暂时的，因为AI带来的结构性需求依然持续超过供应。他预计，尽管短期内股价可能继续波动，但未来6至12个月，公司股价仍将“朝着正确的方向”发展。</p><p style=\"text-align: left;\">Rayliant Global Advisors首席研究官Phillip Wool同样淡化了近期亚洲AI硬件股的疲弱表现。他认为，这更多是投资组合再平衡，而非行业前景恶化。</p><p style=\"text-align: left;\">Wool表示：“我认为这主要是风险管理。”</p><p style=\"text-align: left;\">他指出，许多投资者此前因亚洲AI芯片制造商股价大幅上涨，已持有过高仓位。</p><p style=\"text-align: left;\">他说：“从审慎的风险管理角度来看，投资者必须适当降低这些仓位。”</p><p style=\"text-align: left;\">他补充称，此轮抛售“并不意味着市场对AI硬件的热情有所减弱”。</p><p style=\"text-align: left;\">Wool表示，AI投资正在从半导体领域逐步扩展到更广泛的产业链，但这一趋势仍将持续利好SK海力士等存储芯片供应商。</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":{"SKUU":"2倍做多海力士ETF-GraniteShares","SKHX":"2倍做多海力士ETF-Leverage Shares","07709":"XL二南方海力士","SKHZ":"1倍做空海力士ETF-Leverage Shares","SKHYV":"SK海力士-WI","SKHY":"SK海力士","SKDD":"2倍做空海力士ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161624869","content_text":"要点SK海力士（SK Hynix Inc.）韩国股价周一在首尔暴跌15.46%，此前该公司在纳斯达克上市首日表现强劲。分析师表示，此次回调很可能只是暂时现象，因为人工智能（AI）带来的结构性需求仍持续超过供应。在经历纳斯达克上市首秀的强劲表现后，SK海力士韩国股价周一在首尔暴跌超过15%，创下公司上市以来最差单日表现。投资者一方面选择获利了结，另一方面也在权衡人工智能（AI）存储芯片的需求前景，以及公司股价今年以来的大幅上涨是否已经透支了未来预期。LSEG数据显示，这家芯片巨头股价周一收跌15.4%，创下公司历史最大单日跌幅。这家韩国存储芯片制造商的美国股票凭证（ADR）上周五在华尔街上市首日上涨13%，反映出美国投资者对AI相关半导体股票的强劲需求。分析师表示，周一股价下跌是获利回吐和估值不确定性共同作用的结果。市场正在思考，美国上市股票相对于韩国本土股票应如何定价，而ADR上市实际上为投资者评估SK海力士估值建立了一个新的基准。元大证券（Yuanta Securities）全球策略师Daniel Yoo表示：“大家现在都非常困惑，不知道未来存储芯片需求究竟会如何，也不知道合理股价应该在哪里。”他表示：“关键在于需求到底有多大、未来会有多少新增供应，以及最终市场愿意给予公司什么样的估值倍数。”Yoo指出，台积电（Taiwan Semiconductor Manufacturing Co.）在美国上市的ADR通常较其台湾本土股票存在约13%至14%的溢价，而SK海力士此次大幅波动，则导致其美国上市股票与韩国本土股票之间形成了超过20%的价差（折价）。Yoo还表示，此次抛售也与此次发行机制有关。他认为，这实际上属于“新增股份发行”，增加了市场可流通股票数量。他说：“市场正把这视为SK海力士韩国本土股票的一段调整期。”不过，他认为此次回调很可能只是暂时的，因为AI带来的结构性需求依然持续超过供应。他预计，尽管短期内股价可能继续波动，但未来6至12个月，公司股价仍将“朝着正确的方向”发展。Rayliant Global Advisors首席研究官Phillip Wool同样淡化了近期亚洲AI硬件股的疲弱表现。他认为，这更多是投资组合再平衡，而非行业前景恶化。Wool表示：“我认为这主要是风险管理。”他指出，许多投资者此前因亚洲AI芯片制造商股价大幅上涨，已持有过高仓位。他说：“从审慎的风险管理角度来看，投资者必须适当降低这些仓位。”他补充称，此轮抛售“并不意味着市场对AI硬件的热情有所减弱”。Wool表示，AI投资正在从半导体领域逐步扩展到更广泛的产业链，但这一趋势仍将持续利好SK海力士等存储芯片供应商。","news_type":1,"symbols_score_info":{"SKHX":0.6,"SKHZ":0.6,"07709":2,"SKDD":0.6,"SKUU":0.6,"SKHY":2,"SKHYV":2}},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
