行情直击07-15 09:34
7月15日，南方两倍做多海力士（07709）盘中上涨21.72%，报76.48港元，成交额10.47亿港元。该ETF为跟踪SK海力士的两倍杠杆产品，正股反弹信号被成倍放大。
消息面上，半导体研究机构SemiAnalysis发布看多报告正面回击此前韩国KIS券商下调SK海力士盈利预测引发的恐慌，预计SK海力士二季度DRAM综合均价将环比大涨约45%，DRAM营业利润达55万亿韩元，明确将当前调整定性为入场机会。同时，美银最新报告指出SK海力士到2028年新增产能可能仅为原计划的六分之一，进一步强化供应紧张叙事。此前SK海力士韩股自历史高位回调约33%，已呈深度超卖特征，多重利好催化下空头回补与技术性反弹共振，杠杆ETF随之大幅走高。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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