社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
严孙
IP属地:0
+关注
帖子 · 4
帖子 · 4
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
严孙
严孙
·
11-02 21:30
说说你对这篇新闻的看法...
韩国半导体出口暴增259%!大摩看好AI需求持续强劲,三星、SK海力士未来三年订单提供支撑
韩国出口在AI需求推动下持续强劲增长,半导体及存储产品成为主要增长引擎。三星、SK海力士未来三年订单提供支撑,大摩看好AI存储需求大摩认为,韩国出口周期的持续性主要来自美国科技企业的AI资本开支,以及存储芯片行业较强的订单能见度。该行认为,美国科技巨头持续扩大AI投资,加上三星电子及SK海力士的长期存储订单,将继续支撑韩国出口周期。
韩国半导体出口暴增259%!大摩看好AI需求持续强劲,三星、SK海力士未来三年订单提供支撑
看
17
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
严孙
严孙
·
2024-11-27
这篇文章不错,转发给大家看看
美国三季度实际GDP年化季率修正值 2.8%,符合预期
三季度PCE物价指数年化季率修正值1.5%。
美国三季度实际GDP年化季率修正值 2.8%,符合预期
看
625
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
严孙
严孙
·
2024-11-07
$地平线机器人-W(09660)$
看
614
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
严孙
严孙
·
2023-01-04
这篇文章不错,转发给大家看看
云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系
云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系统的研发、生产和销售工作。
云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系
看
951
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3495484923381678","uuid":"3495484923381678","gmtCreate":1532390903052,"gmtModify":1532390903052,"name":"严孙","pinyin":"ysyansun","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":23,"tweetSize":4,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.10.08","exceedPercentage":"93.20%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.21","exceedPercentage":"93.10%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":0,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":625094661530040,"gmtCreate":1793626212864,"gmtModify":1793627619653,"author":{"id":"3495484923381678","authorId":"3495484923381678","name":"严孙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495484923381678","authorIdStr":"3495484923381678"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625094661530040","repostId":"1106553353","repostType":2,"repost":{"id":"1106553353","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1793622031,"share":"https://www.laohunote.com/m/news/1106553353?lang=zh_CN&edition=full","pubTime":"2026-11-02 20:20","market":"us","language":"zh","title":"韩国半导体出口暴增259%!大摩看好AI需求持续强劲,三星、SK海力士未来三年订单提供支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=1106553353","media":"老虎资讯综合","summary":"韩国出口在AI需求推动下持续强劲增长,半导体及存储产品成为主要增长引擎。三星、SK海力士未来三年订单提供支撑,大摩看好AI存储需求大摩认为,韩国出口周期的持续性主要来自美国科技企业的AI资本开支,以及存储芯片行业较强的订单能见度。该行认为,美国科技巨头持续扩大AI投资,加上三星电子及SK海力士的长期存储订单,将继续支撑韩国出口周期。","content":"<html><head></head><body><p style=\"text-align: left;\">韩国出口在AI需求推动下持续强劲增长,半导体及存储产品成为主要增长引擎。摩根士丹利最新研报指出,尽管部分行业出口环比有所放缓,但美国科技巨头持续扩大AI资本开支,加上 <a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>未来三年的存储芯片订单支撑,韩国出口增长势头有望延续至年底。</p><h2 style=\"text-align: left;\">韩国10月出口暴增93.7%,半导体贡献近半</h2><p style=\"text-align: left;\">韩国10月出口总额达到1153亿美元,同比增长93.7%,高于市场预期的89.3%,亦超过大摩预测的88.6%。进口同比增长36%至728亿美元,贸易顺差达到425亿美元,虽然低于9月创纪录的500亿美元,但仍好于市场预期。</p><p style=\"text-align: left;\">大摩指出,10月出口强劲增长部分受工作日基数效应推动。今年韩国中秋假期落在9月,而去年则在10月,使得同比增幅受到一定程度放大。实际上,10月出口环比下降4.8%,日均出口同比增速亦由9月的105%放缓至76.1%。</p><p style=\"text-align: left;\">从行业来看,半导体仍是韩国出口增长的核心驱动力。10月半导体出口同比大增259.5%,占整体出口近一半;电脑产品出口飙升496.6%,其中固态硬盘(SSD)出口增长584.3%,反映AI相关硬件需求持续旺盛。</p><p style=\"text-align: left;\">其他科技产品亦保持增长,平板显示器出口增长29.3%,二次电池增长38.4%,移动设备增长6.7%。</p><h2 style=\"text-align: left;\">三星、SK海力士未来三年订单提供支撑,大摩看好AI存储需求</h2><p style=\"text-align: left;\">大摩认为,韩国出口周期的持续性主要来自美国科技企业的AI资本开支,以及存储芯片行业较强的订单能见度。</p><p style=\"text-align: left;\">报告特别指出,三星电子与SK海力士已确认未来三年的固定存储芯片订单,为韩国半导体出口提供中长期需求支撑。</p><p style=\"text-align: left;\">尽管10月半导体出口较9月高位环比回落6.4%,但大摩认为,这更多反映月度增长动能的正常波动,并不意味着AI驱动的出口周期已经结束。</p><p style=\"text-align: left;\">随着美国科技巨头持续投资AI基础设施,存储芯片、SSD及相关硬件需求仍是韩国出口的重要支柱。</p><h2 style=\"text-align: left;\">汽车、钢铁等传统产业复苏,能源进口成本成为隐忧</h2><p style=\"text-align: left;\">除科技行业外,韩国传统制造业出口亦有所改善。</p><p style=\"text-align: left;\">10月汽车出口同比增长18.1%,钢铁增长22.4%,一般机械增长23.6%,石化产品增长27.5%,化妆品增长57.5%,生物健康产品增长30.2%。不过,船舶出口同比下降43.6%,成为主要拖累因素。</p><p style=\"text-align: left;\">从地区来看,韩国对美国出口同比激增185.8%,对中国出口增长133.6%,对东盟出口增长128%,显示出口增长覆盖多个主要市场。</p><p style=\"text-align: left;\">与此同时,能源进口成本上升开始对贸易顺差构成压力。10月原油进口同比增长51.9%,天然气进口增长112.9%,推动进口总额上升,并导致贸易顺差较9月收窄。</p><p style=\"text-align: left;\">大摩指出,能源价格及进口成本将是短期影响韩国贸易顺差的关键变量。</p><h2 style=\"text-align: left;\">大摩维持乐观判断:今年对美出口料突破2000亿美元</h2><p style=\"text-align: left;\">展望后市,大摩维持对韩国年底前出口前景的积极判断,预计2026年韩国对美出口总额将超过2000亿美元。</p><p style=\"text-align: left;\">该行认为,美国科技巨头持续扩大AI投资,加上三星电子及SK海力士的长期存储订单,将继续支撑韩国出口周期。</p><p style=\"text-align: left;\">不过,大摩亦提醒,韩国出口增长仍面临地缘政治紧张局势升级,以及能源进口成本持续上升等风险。</p><p style=\"text-align: left;\">货币政策方面,大摩认为,强劲的出口表现进一步支持其对韩国央行11月加息的预测,预计政策利率将升至3.25%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>韩国半导体出口暴增259%!大摩看好AI需求持续强劲,三星、SK海力士未来三年订单提供支撑</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n韩国半导体出口暴增259%!大摩看好AI需求持续强劲,三星、SK海力士未来三年订单提供支撑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-11-02 20:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">韩国出口在AI需求推动下持续强劲增长,半导体及存储产品成为主要增长引擎。摩根士丹利最新研报指出,尽管部分行业出口环比有所放缓,但美国科技巨头持续扩大AI资本开支,加上 <a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和 <a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>未来三年的存储芯片订单支撑,韩国出口增长势头有望延续至年底。</p><h2 style=\"text-align: left;\">韩国10月出口暴增93.7%,半导体贡献近半</h2><p style=\"text-align: left;\">韩国10月出口总额达到1153亿美元,同比增长93.7%,高于市场预期的89.3%,亦超过大摩预测的88.6%。进口同比增长36%至728亿美元,贸易顺差达到425亿美元,虽然低于9月创纪录的500亿美元,但仍好于市场预期。</p><p style=\"text-align: left;\">大摩指出,10月出口强劲增长部分受工作日基数效应推动。今年韩国中秋假期落在9月,而去年则在10月,使得同比增幅受到一定程度放大。实际上,10月出口环比下降4.8%,日均出口同比增速亦由9月的105%放缓至76.1%。</p><p style=\"text-align: left;\">从行业来看,半导体仍是韩国出口增长的核心驱动力。10月半导体出口同比大增259.5%,占整体出口近一半;电脑产品出口飙升496.6%,其中固态硬盘(SSD)出口增长584.3%,反映AI相关硬件需求持续旺盛。</p><p style=\"text-align: left;\">其他科技产品亦保持增长,平板显示器出口增长29.3%,二次电池增长38.4%,移动设备增长6.7%。</p><h2 style=\"text-align: left;\">三星、SK海力士未来三年订单提供支撑,大摩看好AI存储需求</h2><p style=\"text-align: left;\">大摩认为,韩国出口周期的持续性主要来自美国科技企业的AI资本开支,以及存储芯片行业较强的订单能见度。</p><p style=\"text-align: left;\">报告特别指出,三星电子与SK海力士已确认未来三年的固定存储芯片订单,为韩国半导体出口提供中长期需求支撑。</p><p style=\"text-align: left;\">尽管10月半导体出口较9月高位环比回落6.4%,但大摩认为,这更多反映月度增长动能的正常波动,并不意味着AI驱动的出口周期已经结束。</p><p style=\"text-align: left;\">随着美国科技巨头持续投资AI基础设施,存储芯片、SSD及相关硬件需求仍是韩国出口的重要支柱。</p><h2 style=\"text-align: left;\">汽车、钢铁等传统产业复苏,能源进口成本成为隐忧</h2><p style=\"text-align: left;\">除科技行业外,韩国传统制造业出口亦有所改善。</p><p style=\"text-align: left;\">10月汽车出口同比增长18.1%,钢铁增长22.4%,一般机械增长23.6%,石化产品增长27.5%,化妆品增长57.5%,生物健康产品增长30.2%。不过,船舶出口同比下降43.6%,成为主要拖累因素。</p><p style=\"text-align: left;\">从地区来看,韩国对美国出口同比激增185.8%,对中国出口增长133.6%,对东盟出口增长128%,显示出口增长覆盖多个主要市场。</p><p style=\"text-align: left;\">与此同时,能源进口成本上升开始对贸易顺差构成压力。10月原油进口同比增长51.9%,天然气进口增长112.9%,推动进口总额上升,并导致贸易顺差较9月收窄。</p><p style=\"text-align: left;\">大摩指出,能源价格及进口成本将是短期影响韩国贸易顺差的关键变量。</p><h2 style=\"text-align: left;\">大摩维持乐观判断:今年对美出口料突破2000亿美元</h2><p style=\"text-align: left;\">展望后市,大摩维持对韩国年底前出口前景的积极判断,预计2026年韩国对美出口总额将超过2000亿美元。</p><p style=\"text-align: left;\">该行认为,美国科技巨头持续扩大AI投资,加上三星电子及SK海力士的长期存储订单,将继续支撑韩国出口周期。</p><p style=\"text-align: left;\">不过,大摩亦提醒,韩国出口增长仍面临地缘政治紧张局势升级,以及能源进口成本持续上升等风险。</p><p style=\"text-align: left;\">货币政策方面,大摩认为,强劲的出口表现进一步支持其对韩国央行11月加息的预测,预计政策利率将升至3.25%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcSpDAkf2B2lTBTV2Ohr_fw8T45lM0UpWpQ6rmrNMIhu7g&s=10","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106553353","content_text":"韩国出口在AI需求推动下持续强劲增长,半导体及存储产品成为主要增长引擎。摩根士丹利最新研报指出,尽管部分行业出口环比有所放缓,但美国科技巨头持续扩大AI资本开支,加上 三星电子和 SK海力士未来三年的存储芯片订单支撑,韩国出口增长势头有望延续至年底。韩国10月出口暴增93.7%,半导体贡献近半韩国10月出口总额达到1153亿美元,同比增长93.7%,高于市场预期的89.3%,亦超过大摩预测的88.6%。进口同比增长36%至728亿美元,贸易顺差达到425亿美元,虽然低于9月创纪录的500亿美元,但仍好于市场预期。大摩指出,10月出口强劲增长部分受工作日基数效应推动。今年韩国中秋假期落在9月,而去年则在10月,使得同比增幅受到一定程度放大。实际上,10月出口环比下降4.8%,日均出口同比增速亦由9月的105%放缓至76.1%。从行业来看,半导体仍是韩国出口增长的核心驱动力。10月半导体出口同比大增259.5%,占整体出口近一半;电脑产品出口飙升496.6%,其中固态硬盘(SSD)出口增长584.3%,反映AI相关硬件需求持续旺盛。其他科技产品亦保持增长,平板显示器出口增长29.3%,二次电池增长38.4%,移动设备增长6.7%。三星、SK海力士未来三年订单提供支撑,大摩看好AI存储需求大摩认为,韩国出口周期的持续性主要来自美国科技企业的AI资本开支,以及存储芯片行业较强的订单能见度。报告特别指出,三星电子与SK海力士已确认未来三年的固定存储芯片订单,为韩国半导体出口提供中长期需求支撑。尽管10月半导体出口较9月高位环比回落6.4%,但大摩认为,这更多反映月度增长动能的正常波动,并不意味着AI驱动的出口周期已经结束。随着美国科技巨头持续投资AI基础设施,存储芯片、SSD及相关硬件需求仍是韩国出口的重要支柱。汽车、钢铁等传统产业复苏,能源进口成本成为隐忧除科技行业外,韩国传统制造业出口亦有所改善。10月汽车出口同比增长18.1%,钢铁增长22.4%,一般机械增长23.6%,石化产品增长27.5%,化妆品增长57.5%,生物健康产品增长30.2%。不过,船舶出口同比下降43.6%,成为主要拖累因素。从地区来看,韩国对美国出口同比激增185.8%,对中国出口增长133.6%,对东盟出口增长128%,显示出口增长覆盖多个主要市场。与此同时,能源进口成本上升开始对贸易顺差构成压力。10月原油进口同比增长51.9%,天然气进口增长112.9%,推动进口总额上升,并导致贸易顺差较9月收窄。大摩指出,能源价格及进口成本将是短期影响韩国贸易顺差的关键变量。大摩维持乐观判断:今年对美出口料突破2000亿美元展望后市,大摩维持对韩国年底前出口前景的积极判断,预计2026年韩国对美出口总额将超过2000亿美元。该行认为,美国科技巨头持续扩大AI投资,加上三星电子及SK海力士的长期存储订单,将继续支撑韩国出口周期。不过,大摩亦提醒,韩国出口增长仍面临地缘政治紧张局势升级,以及能源进口成本持续上升等风险。货币政策方面,大摩认为,强劲的出口表现进一步支持其对韩国央行11月加息的预测,预计政策利率将升至3.25%。","news_type":1,"symbols_score_info":{"07709":0.6,"KS11.KR":2,"SKHQ":0.6,"SKHU":0.6,"SKDD":0.6,"SSNLF":2,"SKHZ":0.6,"SKHY":2,"SKHA":0.6,"SKHX":0.6,"HYNX":0.6,"SKHN":0.6,"KOSDAQ.KR":2,"SKHL":0.6,"KOSPI200.KR":2,"SK":0.6,"SKUU":0.6}},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375546087456880,"gmtCreate":1732717110356,"gmtModify":1732718959135,"author":{"id":"3495484923381678","authorId":"3495484923381678","name":"严孙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495484923381678","authorIdStr":"3495484923381678"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375546087456880","repostId":"1115862183","repostType":4,"repost":{"id":"1115862183","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732714235,"share":"https://www.laohunote.com/m/news/1115862183?lang=zh_CN&edition=full","pubTime":"2024-11-27 21:30","market":"us","language":"zh","title":"美国三季度实际GDP年化季率修正值 2.8%,符合预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1115862183","media":"老虎资讯综合","summary":"三季度PCE物价指数年化季率修正值1.5%。","content":"<html><head></head><body><p>美国第三季度实际GDP年化季率修正值 2.8%,预期2.80%,前值2.80%。</p><p>美国第三季度PCE物价指数年化季率修正值 1.5%,前值 1.5%。</p><p>美国第三季度核心PCE物价指数年化季率修正值 2.1%,预期 2.2%,前值 2.20%。</p><p>美国第三季度实际个人消费支出季率修正值 3.5%,预期 3.7%,前值 3.7%。</p><p>美国10月耐用品订单月率 0.2%,预期0.5%,前值由-0.70%修正为-0.4%。</p><p>美国至11月23日当周初请失业金人数 21.3万人,预期 21.6万人,前值由21.3万人修正为21.5万人。</p><p>截至发稿,美股三大指数期货波动不大,道指期货小幅走高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a440b7abeb258902d395bbe1258ea8c5\" title=\"\" tg-width=\"1057\" tg-height=\"646\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国三季度实际GDP年化季率修正值 2.8%,符合预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国三季度实际GDP年化季率修正值 2.8%,符合预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-27 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国第三季度实际GDP年化季率修正值 2.8%,预期2.80%,前值2.80%。</p><p>美国第三季度PCE物价指数年化季率修正值 1.5%,前值 1.5%。</p><p>美国第三季度核心PCE物价指数年化季率修正值 2.1%,预期 2.2%,前值 2.20%。</p><p>美国第三季度实际个人消费支出季率修正值 3.5%,预期 3.7%,前值 3.7%。</p><p>美国10月耐用品订单月率 0.2%,预期0.5%,前值由-0.70%修正为-0.4%。</p><p>美国至11月23日当周初请失业金人数 21.3万人,预期 21.6万人,前值由21.3万人修正为21.5万人。</p><p>截至发稿,美股三大指数期货波动不大,道指期货小幅走高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a440b7abeb258902d395bbe1258ea8c5\" title=\"\" tg-width=\"1057\" tg-height=\"646\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3219c1e34771d4a607fc67aee82f7281","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115862183","content_text":"美国第三季度实际GDP年化季率修正值 2.8%,预期2.80%,前值2.80%。美国第三季度PCE物价指数年化季率修正值 1.5%,前值 1.5%。美国第三季度核心PCE物价指数年化季率修正值 2.1%,预期 2.2%,前值 2.20%。美国第三季度实际个人消费支出季率修正值 3.5%,预期 3.7%,前值 3.7%。美国10月耐用品订单月率 0.2%,预期0.5%,前值由-0.70%修正为-0.4%。美国至11月23日当周初请失业金人数 21.3万人,预期 21.6万人,前值由21.3万人修正为21.5万人。截至发稿,美股三大指数期货波动不大,道指期货小幅走高。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368408318849160,"gmtCreate":1730977268873,"gmtModify":1730984047941,"author":{"id":"3495484923381678","authorId":"3495484923381678","name":"严孙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495484923381678","authorIdStr":"3495484923381678"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$ </a> ","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$ </a> ","text":"$地平线机器人-W(09660)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368408318849160","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":628988625,"gmtCreate":1672825868367,"gmtModify":1672825979069,"author":{"id":"3495484923381678","authorId":"3495484923381678","name":"严孙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495484923381678","authorIdStr":"3495484923381678"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628988625","repostId":"2300544530","repostType":2,"repost":{"id":"2300544530","kind":"live","pubTimestamp":1672819628,"share":"https://www.laohunote.com/m/news/2300544530?lang=zh_CN&edition=full","pubTime":"2023-01-04 16:07","market":"sh","language":"zh","title":"云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系","url":"https://stock-news.laohu8.com/highlight/detail?id=2300544530","media":"华尔街见闻","summary":"云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系统的研发、生产和销售工作。","content":"<html><body><p>云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系统的研发、生产和销售工作。</p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 16:07 北京时间 <a href=https://wallstreetcn.com/live/a-stock><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系统的研发、生产和销售工作。</p>\n\n<a href=\"https://wallstreetcn.com/live/a-stock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源","BK0132":"高送转概念","000941.SH":"新能源","BK0070":"员工持股","BK0259":"通用设备","BK0012":"证金概念","000903":"ST云动","BK0028":"国家队"},"source_url":"https://wallstreetcn.com/live/a-stock","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2300544530","content_text":"云内动力:拟与武汉众宇动力系统科技有限公司、云南煦和商贸有限公司共同组建云南合原新能源动力科技有限公司,开展氢燃料电池系统的研发、生产和销售工作。","news_type":1,"symbols_score_info":{"159875":1,"160640":1,"399941":1,"000903":1,"000941.SH":1}},"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}