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07747 南方两倍做多三星电子
未开盘 05-06 16:08:10
130.000
+26.200
+25.24%
最高
133.450
最低
119.350
成交量
1,941万
今开
119.350
昨收
103.800
日振幅
13.58%
总市值
105.30亿
流通市值
105.30亿
总股本
8,100万
成交额
24.91亿
换手率
23.97%
流通股本
8,100万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
免责声明:香港交易所资讯服务有限公司、其控股公司及/或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度,但不能保证其绝对准确和可靠,且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任(不管是否侵权法下的责任或合约责任又或其它责任)
资讯
新帖
简况
异动解读 | AI驱动存储芯片需求激增,南方两倍做多三星电子盘中大涨17.73%
异动解读 · 05-06 10:05
异动解读 | AI驱动存储芯片需求激增,南方两倍做多三星电子盘中大涨17.73%
ETF异动 | 全球存储热潮持续 南方两倍做多三星电子(07747)、南方两倍做多海力士(07709)再涨超2%
智通财经 · 05-05 15:50
ETF异动 | 全球存储热潮持续 南方两倍做多三星电子(07747)、南方两倍做多海力士(07709)再涨超2%
同吃AI红利,三星为何跑输SK海力士?
华尔街见闻 · 05-04 17:03
同吃AI红利,三星为何跑输SK海力士?
芯片股引爆亚太股市 SK海力士市值突破万亿韩元 港股曦智科技涨超20%
21世纪经济报道 · 05-04 12:49
芯片股引爆亚太股市 SK海力士市值突破万亿韩元 港股曦智科技涨超20%
存储概念板块走强 澜起科技(06809)涨9.55%、兆易创新(03986)涨3.84%
金吾财讯 · 05-04 09:42
存储概念板块走强 澜起科技(06809)涨9.55%、兆易创新(03986)涨3.84%
异动解读 | 韩国KOSPI指数大涨3%,南方两倍做多三星电子盘中飙升5.14%
异动解读 · 05-04 09:33
异动解读 | 韩国KOSPI指数大涨3%,南方两倍做多三星电子盘中飙升5.14%
三星电话会:“传统DRAM比HBM更赚钱”,2027年内存缺口将“进一步扩大”
华尔街见闻 · 04-30
三星电话会:“传统DRAM比HBM更赚钱”,2027年内存缺口将“进一步扩大”
ETF异动 | 南方两倍做多三星电子(07747)午后跌超4% 一季度营收利润全面超预期 员工威胁5月罢工
智通财经 · 04-30
ETF异动 | 南方两倍做多三星电子(07747)午后跌超4% 一季度营收利润全面超预期 员工威胁5月罢工
三星电子:HBM产能已被全部售罄,今年HBM收入将较2025年增长至三倍以上
老虎资讯综合 · 04-30
三星电子:HBM产能已被全部售罄,今年HBM收入将较2025年增长至三倍以上
ETF异动 | 南方两倍做多三星电子(07747)涨超4% 英伟达高层将与三星及SK海力士商讨实体人工智能合作事宜
智通财经 · 04-29
ETF异动 | 南方两倍做多三星电子(07747)涨超4% 英伟达高层将与三星及SK海力士商讨实体人工智能合作事宜
异动解读 | 南方两倍做多三星电子盘中大涨5.43%,存储行业业绩创纪录叠加光刻胶断供催化
异动解读 · 04-29
异动解读 | 南方两倍做多三星电子盘中大涨5.43%,存储行业业绩创纪录叠加光刻胶断供催化
ETF异动 | 存储概念ETF走强 机构认为行业投资逻辑正从“AI溢价“向“传统供给短缺“切换
智通财经 · 04-27
ETF异动 | 存储概念ETF走强 机构认为行业投资逻辑正从“AI溢价“向“传统供给短缺“切换
异动解读 | 存储芯片涨价预期升温,南方两倍做多三星电子盘中大涨5.12%
异动解读 · 04-27
异动解读 | 存储芯片涨价预期升温,南方两倍做多三星电子盘中大涨5.12%
ETF异动 | 南方两倍做多三星电子(07747)涨超6% 高盛将大幅上调年内DRAM及NAND价格
智通财经 · 04-23
ETF异动 | 南方两倍做多三星电子(07747)涨超6% 高盛将大幅上调年内DRAM及NAND价格
异动解读 | AI热潮推动存储芯片需求激增,南方两倍做多三星电子盘中大涨9.98%
异动解读 · 04-23
异动解读 | AI热潮推动存储芯片需求激增,南方两倍做多三星电子盘中大涨9.98%
ETF异动 | 南方两倍做多三星电子(07709)盘中涨超3% GPU租赁3月全面涨价 高性能算力市场需求旺盛
智通财经 · 04-21
ETF异动 | 南方两倍做多三星电子(07709)盘中涨超3% GPU租赁3月全面涨价 高性能算力市场需求旺盛
存储概念股盘中强势 兆易创新(03986)涨2.60% 机构指PCB及存储均处景气扩张期
金吾财讯 · 04-21
存储概念股盘中强势 兆易创新(03986)涨2.60% 机构指PCB及存储均处景气扩张期
异动解读 | 存储芯片概念爆发,南方两倍做多三星电子盘中大涨6.56%
异动解读 · 04-14
异动解读 | 存储芯片概念爆发,南方两倍做多三星电子盘中大涨6.56%
异动解读 | 存储概念股集体上涨,南方两倍做多三星电子盘中大涨6.73%
异动解读 · 04-10
异动解读 | 存储概念股集体上涨,南方两倍做多三星电子盘中大涨6.73%
1年合约已成往事,三星、SK海力士非3~5年长期订单不卖
华尔街见闻 · 04-09
1年合约已成往事,三星、SK海力士非3~5年长期订单不卖
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公司概况
公司名称:
南方两倍做多三星电子
所属市场:
SEHK
上市日期:
--
主营业务:
发行价格:
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10:05","pubTimestamp":1778033150,"startTime":"0","endTime":"0","summary":"南方两倍做多三星电子今日盘中大涨17.73%,引起了市场的广泛关注。消息面上,全球存储芯片板块持续迎来史诗级上涨,其核心驱动力源于AI算力爆发带来的行业结构性供需反转。此外,海外存储龙头三星电子、SK海力士及美光科技等股价近日频创新高,也直接带动了相关杠杆产品走强。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["07747"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633099059","title":"ETF异动 | 全球存储热潮持续 南方两倍做多三星电子(07747)、南方两倍做多海力士(07709)再涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2633099059","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2633099059?lang=zh_cn&edition=full","pubTime":"2026-05-05 15:50","pubTimestamp":1777967424,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,存储ETF继续走高,截至发稿,南方两倍做多三星电子(07747)涨2.38%,报103.25港元;南方两倍做多海力士(07709)涨2.32%,报59.9港元。消息面上,全球存储市场热潮持续,5月4日,三星电子与SK海力士股价双双新高。截至昨日韩股收盘,三星电子涨超5%,SK海力士大涨超12%。此外,美光科技、闪迪、希捷科技和西部数据隔夜均创出历史新高。美光科技首席执行官 Sanjay Mehrotra表示,随着AI需求持续增长,存储供应紧张才刚刚开始。他表示,随着推理规模的扩大,Token需求将上升,从而推动对更高容量和更高性能存储的需求,以充分实现AI的能力。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1438065.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["07709","BK4550","07747","BK4588","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632939751","title":"同吃AI红利,三星为何跑输SK海力士?","url":"https://stock-news.laohu8.com/highlight/detail?id=2632939751","media":"华尔街见闻","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632939751?lang=zh_cn&edition=full","pubTime":"2026-05-04 17:03","pubTimestamp":1777885404,"startTime":"0","endTime":"0","summary":"AI需求推动韩存储股分化,SK海力士因HBM领先与罢工风险缺失大涨创新高,市值首破1000万亿韩元;三星则受工会罢工威胁及HBM竞争劣势拖累,股价跑输。尽管基本面强劲、利润创纪录,但劳资不确定性压制估值。","market":"sg","thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"14b276952a6b46a2a5e9067b5afd7fce","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771536","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"同吃AI红利,三星为何跑输SK海力士?","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4588","BK4585","07747","DRAM","07709"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2632998040","title":"芯片股引爆亚太股市 SK海力士市值突破万亿韩元 港股曦智科技涨超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2632998040","media":"21世纪经济报道","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632998040?lang=zh_cn&edition=full","pubTime":"2026-05-04 12:49","pubTimestamp":1777870147,"startTime":"0","endTime":"0","summary":"北京时间5月4日上午,亚太股市集体上涨,截至午间,恒生科技指数报日内上涨2.86%,时隔一个半月重回5000点上方;韩国KOSPI指数涨幅扩大至4.7%,再创盘中新高,也是史上首次站上6900点;日股、A股休市。具体来看,芯片半导体板块强势领涨。SK海力士大涨近12%,创盘中新高,市值首次突破1000万亿韩元。三星电子涨超4%,韩美半导体涨超2%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605043727716195.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605043727716195.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["01879","BK4588","01810","BK4535","00981","BTC.USD.CC","688981","09988","BTC","ETH","BK4585","BABA","ETH.USD.CC","07747","XIACY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632984911","title":"存储概念板块走强 澜起科技(06809)涨9.55%、兆易创新(03986)涨3.84%","url":"https://stock-news.laohu8.com/highlight/detail?id=2632984911","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2632984911?lang=zh_cn&edition=full","pubTime":"2026-05-04 09:42","pubTimestamp":1777858948,"startTime":"0","endTime":"0","summary":"金吾财讯 | 存储概念板块盘初走强,截至发稿,南方两倍做多海力士 涨13.28%,澜起科技涨9.55%,南方两倍做多三星电子涨5.01%,兆易创新涨3.84%。目前多家AI-PCB公司订单强劲,满产满销,正在大力扩产,业绩高增长有望持续。AI覆铜板也需求旺盛,由于海外覆铜板扩产缓慢,大陆覆铜板龙头厂商有望积极受益。","market":"us","thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1980444","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0359202008.SGD","BK1163","TSM","688008","06809","LU1969619763.USD","LU0359201885.HKD","LU2778985437.USD","LU1997245094.SGD","LU1303224171.USD","LU1328277881.USD","LU2328871848.SGD","603986","LU0456842615.SGD","LU0359201612.USD","SGXZ81163826.USD","LU1997244956.HKD","07747","LU2213484517.USD","BK0214","LU2039709279.SGD","LU1997245177.USD","LU1813983027.USD","LU1719994722.HKD","07709","03986","LU0314109678.HKD","LU2476274308.USD","GOOGL","LU2476274720.SGD","BK0102","LU1251922891.USD","SGXZ49509284.SGD","LU1770034418.SGD","LU2289578879.USD","BK0132","BK0125","LU1023057109.AUD","LU2495084118.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109416037","title":"异动解读 | 韩国KOSPI指数大涨3%,南方两倍做多三星电子盘中飙升5.14%","url":"https://stock-news.laohu8.com/highlight/detail?id=1109416037","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1109416037?lang=zh_cn&edition=full","pubTime":"2026-05-04 09:33","pubTimestamp":1777858385,"startTime":"0","endTime":"0","summary":"南方两倍做多三星电子今日盘中大涨5.14%,市场表现强劲。消息面上,韩国KOSPI指数今日大涨3%,首次突破6800点大关,带动了在港交易的韩国相关资产普遍走高。作为追踪三星电子的杠杆型交易所买卖基金,南方两倍做多三星电子的价格受到其标的指数及韩国股市整体表现的直接影响。韩国股市的强劲上涨反映了市场对韩国经济或相关板块的积极情绪,进而推动了像南方两倍做多三星电子这类杠杆产品的价格显著上扬。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b0c2d5532500224145508bcb1ab3e100","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["07747"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631268898","title":"三星电话会:“传统DRAM比HBM更赚钱”,2027年内存缺口将“进一步扩大”","url":"https://stock-news.laohu8.com/highlight/detail?id=2631268898","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631268898?lang=zh_cn&edition=full","pubTime":"2026-04-30 15:39","pubTimestamp":1777534748,"startTime":"0","endTime":"0","summary":"电话会上最大的增量信息在于:因传统DRAM按季定价(价格正处于快速上涨期)而HBM按年锁价,当前传统DRAM的利润率已超越HBM。从第三季度开始,HBM4的销售额预计将超过HBM总销售额的50%。展望未来,存储“超级周期”远未见顶,客户已提前预订2027年产能,预计2027年供需缺口将进一步扩大。","market":"nz","thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771367","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","07747","SMSD.UK","DRAM","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2631091507","title":"ETF异动 | 南方两倍做多三星电子(07747)午后跌超4% 一季度营收利润全面超预期 员工威胁5月罢工","url":"https://stock-news.laohu8.com/highlight/detail?id=2631091507","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631091507?lang=zh_cn&edition=full","pubTime":"2026-04-30 15:06","pubTimestamp":1777532783,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,南方两倍做多三星电子午后跌超4%,截至发稿,跌3.03%,报92.04港元,成交额5.51亿港元。消息面上,三星电子发布一季度业绩,合并营收达133.9万亿韩元,环比增长43%,同比大幅增长69%,刷新单季营收历史纪录。4月23日,三星电子4万名员工罢工致存储与代工产能骤降18.4%和58.1%,工会要求利润分成比例从7%升至15%,若谈判破裂,5月底将升级为8.9万人全面罢工,恐重创全球半导体供应链。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1437137.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["07747","FDN"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176301686","title":"三星电子:HBM产能已被全部售罄,今年HBM收入将较2025年增长至三倍以上","url":"https://stock-news.laohu8.com/highlight/detail?id=1176301686","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1176301686?lang=zh_cn&edition=full","pubTime":"2026-04-30 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英伟达高层将与三星及SK海力士商讨实体人工智能合作事宜","url":"https://stock-news.laohu8.com/highlight/detail?id=2631873561","media":"智通财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2631873561?lang=zh_cn&edition=full","pubTime":"2026-04-29 15:01","pubTimestamp":1777446073,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,南方两倍做多三星电子涨超4%,截至发稿,涨4.49%,报95.4港元,成交额7.57亿港元。消息面上,据市场媒体报道,英伟达一名核心高管将于周三分别与三星电子和SK海力士的对口高管举行会谈,讨论在物理人工智能领域的合作。据悉,三星电子和SK海力士是英伟达AI芯片所用存储芯片的主要供应商。英伟达还与这些韩国芯片制造商合作,部署大规模GPU集群,以强化韩国的国家级AI基础设施,并推动AI在机器人、工厂及工业平台中的应用。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"792c6d3ea1ec5c4d481c04a4aaf369fa","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1436071.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2543165471.USD","SG9999017495.SGD","LU2244417387.USD","LU2213496289.HKD","LU1629891620.HKD","LU0234570918.USD","LU2271345857.HKD","LU0210533765.USD","NVDX","LU2322448957.HKD","LU1084165304.USD","LU2242650005.HKD","LU0006306889.USD","NVDO","IE00B3S45H60.SGD","LU1868836591.USD","LU2125154935.USD","LU2023251221.USD","LU0345769631.USD","NVDL","SG9999002224.SGD","LU0029864427.USD","LU2360107168.USD","BK4592","BK4551","NVIW.SI","LU3102509885.SGD","LU1116320901.HKD","LU0081259029.USD","LU1064131342.USD","LU2097344431.USD","LU2028103732.USD","LU1267930490.SGD","LU0097036916.USD","TSLA","LU0154236417.USD","LU0943347566.SGD","IE0009G5SDU7.USD","LU2237957902.USD","SG9999015358.SGD","LU0077335932.USD","LU2168564222.USD","SG9999001424.SGD","IE00BJJMRX11.SGD","LU1935043536.SGD","LU0345769128.USD","HK0000819398.USD","IE00BQXX3C00.GBP","LU2552382058.USD","LU0965509010.AUD","SG9999014898.SGD","07747","LU1720051017.SGD","LU1400636574.HKD","NVII","LU1923622291.USD","LU2506951792.HKD","LU1923623000.USD","HK0000320223.HKD","NVDY","LU2023250504.SGD","LU0965509101.SGD","LU2462591350.SGD","BK4579","LU2381873111.SGD","LU2471134952.CNY","LU2491049909.HKD","LU0238689110.USD","IE00B19Z9505.USD","IE0003U64NQ7.SGD","SG9999015341.SGD","NVDQ","LU1989764664.SGD","LU2462591277.SGD","IE0004445015.USD","BK4532","LU2430703251.USD","BK4581","IE0009356076.USD","LU0689472784.USD","LU1934455863.HKD","LU0823414551.USD","SG9999002232.USD","LU2236285917.USD","HK0000304797.USD","LU1069344957.HKD","LU1551013425.SGD","LU0057025933.USD","LU2430703095.HKD","LU1496350171.SGD","LU1261432733.SGD","LU0069063385.USD","LU2264538146.SGD","LU0266013472.USD","LU0106261372.USD","BK4587","BK4533","IE00BMPRXQ63.HKD","IE00BZ1G4Q59.USD","LU2272731600.USD","LU1280957306.USD","LU1989772923.USD","LU1720051108.HKD","LU1366192091.USD","IE00B775SV38.USD","LU1670756490.USD","AMZN","LU1803068979.SGD","SG9999014559.SGD","HK0000914686.HKD","LU2125909759.SGD","IE00BQXX3F31.USD","SG9999015986.USD","LU0079474960.USD","SNVD.UK","LU1852331112.SGD","IE00B4YYXB79.USD","LU0157215616.USD","IE00B4JS1V06.HKD","LU2860962120.EUR","LU1935042488.USD","LU0965509283.SGD","LU2357305700.SGD","IE00B19Z8X17.USD","LU0276348264.USD","LU1934455194.USD","SG9999014914.USD","LU2750360641.GBP","LU1721428933.USD","LU1868836914.USD","LU0133085943.USD","LU1066053197.SGD","LU1316542783.SGD","LU2089985449.USD","LU2361044865.SGD","IE00BJTD4V19.USD","LU0267386448.USD","LU0225283273.USD","LU0323591593.USD","LU1791710400.SGD","LU0494093205.USD","LU2433249047.HKD","LU2505996509.AUD","LU1815336760.USD","DIPS","LU0689626769.HKD","LU0354030438.USD","LU0211328371.USD","HK0000306701.USD","IE00BDCRKT87.USD","IE000W1ABFV2.USD","LU0345770993.USD","LU0444973449.USD","NVDS.UK","LU1691799644.USD","LU0056508442.USD","LU2125909247.SGD","IE00BJJMRY28.SGD","BK4503","LU2265009873.SGD","LU1496350502.SGD","LU0965508806.USD","BK4527","LU0175139822.USD","LU0072462426.USD","LU0985320562.USD","IE0004445239.USD","LU0348723411.USD","IE00B19Z8W00.USD","LU0868494617.USD","LU2237957811.SGD","LU0472753341.HKD","LU1804176565.USD","LU0444971666.USD","IE00B5949003.HKD","LU0719512351.SGD","LU2168564149.EUR","LU2242649171.HKD","LU2552382132.HKD","LU2047632596.USD","LU0957808578.USD","IE00BWXC8680.SGD","IE000KEQY171.SGD","LU0265550946.USD","LU1400636491.USD","IE00BJLML261.HKD","LU0942090050.USD","IE0004086264.USD","BK4543","LU2249611893.SGD","LU0390134368.USD","LU0289961442.SGD","LU0158827948.USD","BK4548","LU0476273544.USD","LU1119994496.HKD","LU0820561909.HKD","LU1037948897.HKD","LU2746668974.SGD","LU2054465674.USD","LU2462157665.USD","LU1435385759.SGD","BK4598","LU2108987350.USD","IE00B3SWFQ91.USD","LU1244550577.SGD","LU1992135399.USD","LU2756315318.SGD","LU0158827781.USD","LU0124676726.USD","LU0979878070.USD","LU1861215975.USD","LU0061474960.USD","LU0011850046.USD","LU0061474705.USD","LU2097344357.USD","IE00BKPKM429.USD","MSFT","LU2087625088.SGD","IE00B1BXHZ80.USD","LU2357125470.USD","LU2125909593.SGD","LU0096362180.USD","IE0034235303.USD","LU2360032135.SGD","LU1145028129.USD","LU2360106780.USD","IE00BFSS8Q28.SGD","LU1642822529.SGD","LU2286300806.USD","LU2746668461.USD","3NVD.UK","LU2065171402.SGD","LU2077746001.SGD","LU2237438978.USD","IE00BKDWB100.SGD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| 南方两倍做多三星电子盘中大涨5.43%,存储行业业绩创纪录叠加光刻胶断供催化","url":"https://stock-news.laohu8.com/highlight/detail?id=1168387119","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1168387119?lang=zh_cn&edition=full","pubTime":"2026-04-29 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DDR5合同价格预计环比再涨逾20%;NAND合同价格同样处于历史高位,预计二季度将升至约30美元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1434288.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["07709","BK4585","BK4588","07747","BK4550"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1198622222","title":"异动解读 | 存储芯片涨价预期升温,南方两倍做多三星电子盘中大涨5.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198622222","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1198622222?lang=zh_cn&edition=full","pubTime":"2026-04-27 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14:08","pubTimestamp":1776924483,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,南方两倍做多三星电子涨超6%,截至发稿,涨6.2%,报94港元,成交额10.41亿港元。消息面上,4月23日,SK海力士披露2026年一季度业绩,销售额首次突破50万亿韩元大关,营业利润为37.6万亿韩元,营业利润率达到72%,创下公司成立以来的最高纪录。基于此,公司预计DRAM和NAND闪存市场均将维持有利的价格环境。基于上述三大因素驱动,高盛将2026年DRAM价格涨幅预测从此前的约150%大幅上调至250%至+280%,NAND价格涨幅预测从约100%上调至+200%至+250%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f46878ce6d0e29b73e4613a130942d08","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1432514.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4588","07747","BK4550","FDN","BK4585","DRAM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111657517","title":"异动解读 | 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