-- 根據路透社當日報道，SK海力士(KRX:000660)股價週一收盤上漲近13%，創下每股144.7萬韓元的新高。此前，四大美國科技巨頭均表示，人工智慧領域的支出不會放緩。 報導稱，微軟和Meta宣布了規模超出預期的資本支出計劃，部分原因是記憶體晶片價格上漲，同時兩家公司也對各自的投資保持信心。預計到2026年，人工智慧領域的總支出將超過7,000億美元，高於先前預測的約6,000億美元。 此外，通報也指出，韓國央行高級副總裁柳相大表示，目前的晶片市場繁榮可能會比以往週期持續更長時間。三星電子(KRX:005930)和SK海力士在4月的財報電話會議上也表達了類似的觀點。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
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