$三星(SMSN.U_老虎社区_美港股上老虎

$三星(SMSN.UK)$全球半导体行业进入周期性回暖阶段，库存去化基本完成。但真正改变格局的是AI应用需求的爆发式增长：与以往不同的是，这一轮需求不再局限于软件和应用层，而是深度惠及硬件制造商。三星的前途还是很不错的

韩国救市启动100万亿韩元的救市计划，100万亿韩元大约人民币4700多亿元。昨日韩国股市暴跌，韩综指单日暴跌12.06%，创业板KOSDAQ指数跌14%，双双触发熔断、暂停交易20分钟。【去年KOSPI靠着AI、HBM大涨75%，连续两日下跌后会是加仓机会吗？大家看多Or看空？】

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