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\n\u8a18\u5104\u9ad4\u985e\u80a1\u662f\u5426\u5df2\u7d93\u64fa\u812b\u4ee5\u5f80\u60e1\u540d\u662d\u5f70\u7684\u5468\u671f\u6027\u6ce2\u52d5\uff0c\u5e02\u5834\u770b\u6cd5\u4e0d\u4e00\uff0c\u4f46\u96a8\u8457\u8a72\u985e\u80a1\u8d8a\u6f32\u8d8a\u731b\uff0c\u4e00\u4e9b\u57fa\u91d1\u7d93\u7406\u4eba\u63d0\u51fa\u8b66\u544a\uff0c\u7a31\u8a72\u985e\u80a1\u4ecd\u7136\u5bb9\u6613\u8d70\u56de\u8001\u8def\uff0c\u6295\u8cc7\u4eba\u5b9c\u4fdd\u6301\u8b39\u614e\uff0c\u66f4\u9ede\u540d\u5357\u97d3\u80a1\u5e02\u5c24\u5176\u5bb9\u6613\u53d7\u5230\u8a18\u61b6\u9ad4\u7522\u696d\u8208\u8870\u66f4\u8fed\u7684\u5f71\u97ff\u3002<\/p>\n\n\n

\n\u4f5c\u70baHBM\u6676\u7247\u4e3b\u8981\u4f9b\u61c9\u5546\uff0c\u4e09\u661f\u96fb\u5b50\u548cSK\u6d77\u529b\u58eb\u4eca\u5e74\u4ee5\u4f86\u80a1\u50f9\u5206\u5225\u98c6\u6f32114%\u548c186%\u3002\u5176\u7f8e\u570b\u540c\u696d\u7f8e\u5149\uff08Micron Technology\uff09\u548cSanDisk\u4eca\u5e74\u4f86\u80a1\u50f9\u5206\u5225\u6f32141%\u548c156%\u3002<\/p>\n\n\n

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\nBlueBox Asset Management\u6295\u8cc7\u7d44\u5408\u7d93\u7406William de Gale\u65e5\u524d\u63a5\u53d7CNBC\u8a2a\u554f\u6642\u8868\u793a\uff0c\u8a18\u5104\u9ad4\u7522\u696d\u7684\u8d77\u4f0f\u5f80\u5f80\u76f8\u7576\u5de8\u5927\uff0c\u5c31\u9577\u9060\u4f86\u770b\uff0c\u9019\u662f\u4e00\u500b\u975e\u5e38\u53ef\u6015\u7684\u7522\u696d\u3002\u6bcf\u7576\u4eba\u5011\u8aaa\u8a18\u61b6\u9ad4\u5468\u671f\u5df2\u7d93\u4e0d\u5728\uff0c\u73fe\u5728\u5b83\u5df2\u7d93\u6210\u70ba\u4e00\u500b\u9577\u671f\u50f9\u503c\u5275\u9020\u7684\u7522\u696d\u6642\uff0c\u6211\u7e3d\u6703\u61f7\u7591\u662f\u5426\u771f\u662f\u5982\u6b64\uff0c\u9084\u662f\u4e4b\u5f8c\u6703\u8b8a\u5f97\u975e\u5e38\u7cdf\u7cd5\u3002<\/p>\n\n\n

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\n\u8ca1\u5bcc\u7ba1\u7406\u516c\u53f8JM Finn\u6295\u8cc7\u90e8\u9580\u4e3b\u7ba1Jon Cunliffe\u8868\u793a\uff0c\u672a\u4f86\u4e09\u5e74\u8a18\u61b6\u9ad4\u7522\u91cf\u6709\u5927\u5e45\u589e\u9577\u7a7a\u9593\uff0c\u9019\u5c07\u7de9\u89e3\u4f9b\u61c9\u7dca\u7f3a\u7684\u60c5\u6cc1\uff0c\u300c\u5c24\u5176\u662f\u5982\u679cAI\u9700\u6c42\u589e\u9577\u4f86\u5230\u6bd4\u8f03\u6b63\u5e38\u7684\u901f\u5ea6\u6642\u300d\u3002\u4eca\u5929\u7684\u80a1\u50f9\u662f\u5047\u8a2d\u534a\u5c0e\u9ad4\u50f9\u683c\u9577\u671f\u4fdd\u6301\u5728\u9ad8\u9ede\u3001\u516c\u53f8\u5728\u300c\u4e0d\u8981\u904e\u5ea6\u6295\u8cc7\u300d\u65b9\u9762\u4e00\u76f4\u975e\u5e38\u81ea\u5f8b\uff0c\u4ee5\u53ca\u5229\u6f64\u6301\u7e8c\u9060\u512a\u65bc\u4ee5\u5f80\u3002\u6211\u5011\u4e5f\u8981\u63d0\u9192\uff0c\u8a72\u985e\u80a1\u7684\u52d5\u80fd\u64e0\u5728\u9019\u5e7e\u5468\u6e67\u73fe\uff0c\u4f7f\u5176\u5bb9\u6613\u53d7\u5230\u5e02\u5834\u9707\u76ea\u5f71\u97ff\u3002<\/p>\n\n\n

\nRanmore Fund Management\u6295\u8cc7\u9577Andrew Lapping\u8868\u793a\uff0c\u6295\u8cc7\u4eba\u5728\u6295\u8cc7\u4e00\u500b\u300c\u6b77\u53f2\u4e0a\u8cc7\u672c\u56de\u5831\u7387\u4e00\u822c\uff0c\u4f46\u7372\u62bc\u6ce8\u672a\u4f86\u5831\u916c\u7387\u6703\u975e\u5e38\u9ad8\u300d\u7684\u7522\u696d\u6642\u5fc5\u9808\u8b39\u614e\u3002\u5728\u8ac7\u5230\u8a18\u61b6\u9ad4\u985e\u80a1\u53ef\u80fd\u51fa\u73fe\u7d50\u69cb\u6027\u8f49\u8b8a\u6642\uff0cLapping\u8868\u793a\u300c\u672c\u6027\u96e3\u79fb\u300d\uff08A leopard does not often change its spots\uff09\u3002<\/p>\n\n\n

\n\u5728\u4e09\u661f\u96fb\u5b50\u548cSK\u6d77\u529b\u58eb\u885d\u9ad8\u5e36\u52d5\u4e0b\uff0c\u5357\u97d3KOSPI\u6307\u6578\u81ea\u53bb\u5e74\u4ee5\u4f86\u4e0d\u65b7\u6539\u5beb\u6b77\u53f2\u9ad8\u9ede\u3002<\/p>\n\n\n

\n\u6e23\u6253\u9280\u884c\u5168\u7403\u6295\u8cc7\u9577Steve Brice\u65e5\u524d\u8868\u793a\uff0c\u4ed6\u8a8d\u70ba\u97d3\u80a1\u7684\u6a02\u89c0\u60c5\u7dd2\u5373\u5c07\u5230\u9802\uff0c\u300c\u6211\u4e0a\u5468\u5728\u97d3\u570b\uff0c\u6211\u5011\u5efa\u8b70\u5ba2\u6236\u5c0d\u90e8\u5206\u6295\u8cc7\u7d44\u5408\u9032\u884c\u7372\u5229\u4e86\u7d50\uff0c\u4e26\u8f49\u5411\u5168\u7403\u591a\u5143\u5316\u7684\u6295\u8cc7\u7d44\u5408\u300d\u3002<\/p>\n\n\n

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\n\u4f46\u6709\u4e9b\u6295\u9280\u4ecd\u7136\u770b\u597d\u5357\u97d3\u6676\u7247\u96d9\u96c4\u7684\u524d\u666f\uff0c\u91ce\u6751\u8b49\u5238\u9810\u671f\u672a\u4f8612\u500b\u6708\uff0cSK\u6d77\u529b\u58eb\u80a1\u50f9\u53ef\u671b\u9054\u5230400\u842c\u97d3\u5143\uff0c\u4e09\u661f\u96fb\u5b50\u80a1\u50f9\u4e0a\u770b59\u842c\u97d3\u5143\u3002<\/p>\n\n\n

\n\u4e0a\u5468\u4e94\uff0c\u4e09\u661f\u96fb\u5b50\u8dcc2.34%\uff0c\u6536\u5728292,500\u97d3\u5143\u3002SK\u6d77\u529b\u58eb\u8fd1\u6536\u5e73\uff0c\u5831194.1\u842c\u97d3\u5143\u3002<\/p>\n\n\n

\n\u5468\u4e00\u97d3\u80a1\u56e0\u570b\u5b9a\u5047\u65e5\u4f11\u5e02\u3002<\/p>\n\n\n

\n<\/p>\n\n\n

\n2026\/05\/25 16:37<\/p>\n\n\n

\n\u8f49\u8f09\u81ea\u4e2d\u6642\u65b0\u805e\u7db2: https:\/\/www.chinatimes.com\/realtimenews\/20260525003315-260410<\/p>\n\n<\/div>\n\n\n

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