截至10时15分，日经225指数上涨超3%，韩国综合指数上涨4.59%。韩国股市方面，SK海力士、三星电子等个股大涨。 | | | 昨日暴跌的金价、银价今日早盘全线飙升，截至10时15分，现货黄金报4801.331美元/盎司，涨3.05%，COMEX黄金报4862.9美元/盎司，涨4.52%；现货白 银报83.302美元/盎司，涨5.27%，COMEX白银报84.445美元/盎司，涨9.66%。 投资者应如何理性看待金价行情？东方金诚研究发展部高级副总监瞿瑞建议，投资者应以低风险优先、长期配置的角度配置黄金。要避免盲目 跟风追涨，需结合自身风险承受能力、资产配置规模及投资周期，合理规划黄金资产占比。此外，当前支撑金价长期上行的主要因素未发生根 本改变，建议把握市场节奏，待金价回调至合理区间时择机逐步建仓。应以资产保值、对冲风险为主要投资目标，而非单纯追逐短期价差收 益，规避盲目追高导致的投资风险。 今日早盘，亚太股市普涨。韩国综合股价指数开盘后迅速攀升，触发熔断机制。此前一天，韩国股市遭遇重挫，主要股指韩国综合股价指数大幅下跌超 5%，触发熔断机制，暂停交易5分钟。 隔夜欧美股市收涨，截至收盘，道指涨1.05 ...

寒武纪大跌 今天上午，寒武纪大跌，摩尔线程、沐曦股份跟随下跌。 | 寒武纪-U | | --- | | 688256 創 融 沪股通 L | | 1 0 0 0 1 12 1.16 11 4 0 0 1 0 0 1 0 0 4 00 | | -159.91 -12.88% 开 1255.00 市盈 243.13 额 178.27亿 | | 同花顺 异动解读：资金流出＋竞品出货+回应传闻。1.. ● × | | 分时 日K 周Ｋ 月Ｋ 五日 更多、 | | 均价: 1137.66 最新: 1082.09 -159.91 -12.88% | | 1421.00 14.41% 成交 | | 卖 4 1084.51 | | 1083.22 卖3 | | 1083.14 英2 2 | | M | | 1082.05 孟1 | | 1063.00 -14.41% 21 买2 | | 09:30 11:30 15:00 | | 1063.00 流通 4526.9亿 换 3.75% 保 | | 博梯 | | 五档 明细 | | 大单 1085.00 | | 卖5 1084.99 2 | | 2 | | 0 -242.00 - ...

隔夜美股存储芯片板块大涨，韩国股市的SK海力士、三星电子上午均大涨。市场担忧情绪消散，A股存储芯片板块早盘强势反弹，带动科技股情绪回暖。 不过，盘中又发生新变化，寒武纪上午跌超12%。市场担心，公司2026年一季度业绩或低于市场预期。此外，腾讯控股、阿里巴巴等个股大跌。 人气主线商业航天板块大涨，个股掀起涨停潮，并带动军工、3D打印、光伏设备等板块上涨。 截至上午收盘，上证指数上涨0.38%，深证成指上涨0.93%，创业板指上涨0.76%。 科技股领域，利空传言频频来袭。 昨天，受相关市场消息影响，存储芯片板块大跌，进而引发对半导体产业链叙事逻辑的担忧，科技股昨天集体受挫。 今天上午，商业航天板块上涨，海兰信、帝科股份等个股大涨。 | | | 商业航天 2488.37 3.26% | | € | | --- | --- | --- | --- | --- | | 成分股 | 基金 | 资金 | 板块分析 | 新闻 | | 5 展开分析 | | 最新 | 涨幅 ◆ | 流通市值 | | 海兰信 融 300065 | | 29.42 | 19.98% | 193亿 | | 首板涨停 最终涨停 11:19 | | ...

2月3日，在贵金属（核心股）市场回暖以及人工智能交易热潮重燃的推动下，亚洲股市收复了周一剧烈 抛售带来的部分失地。MSCI亚太指数一度上涨2.3%，创下去年6月以来的最大涨幅。该地区大多数市 场均录得上涨，其中三星电子和SK海力士等多只韩国股票领涨亚洲基准指数。日本、中国台湾和澳大 利亚股市涨幅也均超过1%。 随着投资者重新涌入半导体（核心股）和AI相关股票，市场风险偏好在周二得到广泛修复。周二盘 中，现货黄金一度上涨4.2%，突破每盎司4855美元，随后涨幅有所收窄。 高盛首席股票策略师Kinger Lau表示，金属价格的溃败在短期内对股市具有破坏性，并"从流动性角度 产生了一些溢出效应"。他补充道，在AI落地应用和投资驱动盈利增长的支撑下，预计今年股市将继续 走高。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：磐石 ...

据摩根大通分析师称，韩国基准的韩国综合指数在1月份突破5，000点后，到2026年或将达到7，500 点。他们将该指数今年的基本情景目标设为6，000点，乐观情景目标设为7，500点。 据摩根大通分析师称，韩国基准的韩国综合指数在1月份突破5，000点后，到2026年或将达到7，500 点。他们将该指数今年的基本情景目标设为6，000点，乐观情景目标设为7，500点。 这些分析师在一份报告中称，在芯片价格上涨的推动下，指数权重股三星电子和SK海力士引领了韩国 综合指数的涨势，而芯片价格的涨势可能会持续到2027年底。他们认为，这两只股票在2026年仍有 45%-50%的上涨空间。摩根大通还预计，其他非内存工业领域的每股收益将增长约20%。韩国持续的公 司治理、市场和税收改革预计将成为额外的催化剂。 责任编辑：王永生 这些分析师在一份报告中称，在芯片价格上涨的推动下，指数权重股三星电子和SK海力士引领了韩国 综合指数的涨势，而芯片价格的涨势可能会持续到2027年底。他们认为，这两只股票在2026年仍有 45%-50%的上涨空间。摩根大通还预计，其他非内存工业领域的每股收益将增长约20%。韩国持续的公 司治理、市 ...

Group 1 - The combined market capitalization of Samsung Electronics and SK Hynix has reached $1.11 trillion, surpassing that of Alibaba and Tencent, highlighting the shift in the investment landscape of Asian tech stocks driven by the AI boom [1] - The rise of Korean chip manufacturers is attributed to their central role in the AI supply chain, benefiting from the growing demand for infrastructure in the AI sector, while Alibaba and Tencent are still in the early stages of AI involvement [1] - The market capitalization shift reflects the different developmental paths of South Korea and China, with South Korea positioning itself as a key supplier to global leaders like Nvidia, while China focuses on achieving technological self-sufficiency [1] Group 2 - Samsung Electronics' stock has risen by 34% this year, while SK Hynix's stock has surged approximately 37%, in contrast to Alibaba's 14% increase and Tencent's stagnant performance [4] - The growth of these Korean companies is driven by their leadership in high-bandwidth memory (HBM) chips, which power AI accelerators and benefit from the willingness of hyperscale data centers to pay a premium [4] - The unprecedented demand for memory chips has granted these companies significant pricing power, with the memory supercycle expected to last until 2027, enhancing the importance of the memory industry [4] Group 3 - In contrast to South Korea's dominance in the global AI sector, China is increasingly leaning towards domestic alternatives due to U.S. export restrictions on advanced chips [6] - The recent tech boom in China is primarily led by domestic AI chip design companies, although some startups focused on large language models are lagging behind [6] - While Alibaba and Tencent are involved in AI, their focus remains on developing models that serve their core businesses, indicating a potential long-term growth stability advantage for Chinese internet giants [6]

在周二的股市交易中，三星电子和SK海力士的总市值达到1.11万亿美元，略微超过了阿里巴巴集团和腾 讯的1.10万亿美元。阿里和腾讯是在中国香港上市的两家大型内地科技公司。 这一变化提醒外界，AI投资热潮已转向基础设施领域，并使处于产业供应链核心的韩国芯片制造商受 益。阿里和腾讯长期被视为亚洲科技崛起象征，目前主要专注于电子商务，对AI的涉足尚处于初期阶 段，在市场关注度上略逊一筹。 今年以来，三星电子股价已累计上涨34%，SK海力士涨幅更是高达约37%。相比之下，阿里港股涨幅为 14%左右，而腾讯股价年内则基本持平。 三星SK海力士市值首超阿里腾讯 三星和SK海力士 凤凰网科技讯北京时间2月3日，据彭博社报道，韩国两家最具价值公司的总市值在周二首次超越了两家 中国科技巨头，凸显出全球AI热潮的演变正在重塑亚洲科技领域的投资格局。 这两家韩国公司因深度布局最先进的高带宽内存芯片领域而蓬勃发展，这类芯片驱动着英伟达等公司的 AI加速器，其增长得益于愿为尖端技术支付溢价的大型云计算服务商的强劲需求。当前，DRAM和 NAND存储芯片创纪录短缺进一步赋予了它们前所未有的定价权。 不过，韩国芯片制造商过度依赖存储芯片供 ...

Core Viewpoint - Samsung Electronics and SK Hynix plan to initiate cutting-edge NAND flash production line conversion investments in Q2 2026 to address the surge in NAND market demand driven by the AI industry [1][2]. Group 1: Samsung Electronics - Samsung has commenced mass production of 280-layer V9 NAND flash in September 2024, but current capacity is limited to approximately 15,000 wafers per month [1]. - The company initially deployed the early production line in Pyeongtaek due to insufficient market demand [1]. - Starting in Q2 2026, Samsung will focus on converting the Xi'an X2 production line, which currently produces 6th to 7th generation NAND, while the conversion of the neighboring X1 line to 8th generation NAND is nearly complete [1]. Group 2: SK Hynix - SK Hynix plans to advance the conversion of the 321-layer 9th generation NAND production line at its Cheongju M15 factory in Q2 2026, aiming to increase its current monthly capacity from 20,000 wafers to approximately 30,000 wafers [2]. - The conversion investment is expected to reach a monthly capacity of 40,000 to 50,000 wafers for the new NAND products, with a ramp-up phase anticipated in 2027 [2]. Group 3: Industry Trends - Both companies have previously focused their equipment investments on the DRAM sector, but are now accelerating capacity adjustments in response to the tightening supply in the NAND flash market [4].

Group 1 - The semiconductor equipment sector showed strong performance, with the semiconductor equipment ETF (561980) rising by 1.38% and reaching a peak increase of 2.45% during the trading session [1] - Major companies in the sector, such as Zhongwei Company, led the gains with a rise of 3.55%, while other key players like Northern Huachuang and SMIC also saw increases [1] - The ETF has attracted significant market interest, with a cumulative net inflow exceeding 860 million yuan since the beginning of the year, marking a historical high for the same period [1] Group 2 - The strong performance of the sector is driven by clear capital expenditure signals from global storage giants and positive validation from the domestic supply chain [3] - Global trends indicate that storage giants like Samsung Electronics and SK Hynix are planning to expand their NAND flash memory production capacity, providing long-term certainty for equipment demand [3] - The domestic market has dispelled concerns about order cuts, with local leaders transitioning from debugging lines to formal production lines, indicating a shift towards large-scale production and capacity release [3] Group 3 - The semiconductor equipment ETF focuses on critical areas of domestic substitution, heavily investing in leading equipment companies like Northern Huachuang and Zhongwei Company, as well as design giants like Cambricon and Haiguang Information [4] - The top ten holdings account for nearly 80% of the ETF, with equipment and design sectors making up almost 90%, highlighting a clear focus on leading companies in the industry [4]

富兰克林邓普顿全球投资的投资组合经理Yiping Liao表示："韩国高度集中在科技供应链的特定环节， 海力士和三星股价之所以出现如此惊人的上涨，似乎是因为我们正处于一个前所未有的存储芯片紧缺周 期。"美银全球研究驻首尔的韩国研究主管Simon Woo预测存储芯片超级周期将持续到2027年，他表 示："存储芯片已成为美国科技巨头的关键战略资产，这与早期周期截然不同，当时存储器仅被视为PC 和智能手机的可丢弃组件。这种转变提升了存储行业的地位。"高盛集团亚太股票首席策略师Timothy Moe预计，今年半导体（核心股）行业将贡献韩国股票预期盈利增长的约60%。 股票频道更多独家策划、专家专栏，免费查阅>> 来源：金十数据 2月3日，在周二的交易中，韩国市值最高的两大公司——三星电子与SK海力士的总市值达到1.11万亿美 元。这一里程碑式的跨越提醒人们，AI投资热潮已向基础设施领域转移，并使处于行业供应链核心地 位的韩国芯片制造商受益。韩国已将自己定位为英伟达等全球行业领导者的核心供应商。 责任编辑：栎树 ...