$SKHY
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Citadel清算情境感知基金后，AI及半导体板块次日大幅反弹。
Citadel 真的刚刚清算了 Situational Awareness（情境感知基金）…… 然后在第二天拉起了整个市场？ $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% 以及其他许多股票。这必须是我见过的最疯狂的清算之一 https://t.co/CeHGSjnIsm
英文原文
Did Citadel really just liquidate Situational Awareness… Then brought up entire markets the next day? $NBIS +26.25% $IREN +25.96% $SHAZ +22.82% $SNDK + 23.98% $BE +23.67% $SKHY +16.98% $INTC +12.16% Amid many others. This has gotta be one of the wildest liquidations I’ve https://t.co/CeHGSjnIsm
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SKHY美股因ADR转换机制启动，套利将抹平20-50%溢价。
@chengchushow - SK海力士主要在韩国交易 - $SKHY 在美国上市，流通盘有限，约占流通股的2.5%（这被称为美国存托凭证(ADR)） - 尽管SK海力士是同一家公司，但两地股票独立交易。 - 由于供应有限但美国需求旺盛，SK海力士美股较韩国上市价格存在20-50%的溢价。 -> ADR允许在韩国股票和美国股票之间进行转换，转换将于29日开始 - 如果将22.5%的韩国供应转换为美国供应，那20-50%的溢价很可能会下降 例如：如果芒果供应有限，有人出价3美元买芒果。 你以1美元买入同样的芒果。你不断买入1美元的芒果并以3美元卖出，直到芒果价格趋同。这被称为套利(arbitrage)，也是交易员可能会做的。
英文原文
@chengchushow - Sk Hynix mainly traded in Korea - $SKHY lists in the US with limited shares, ~2.5% of the float (this is called ADR) - Even though SK Hynix are the same company, the shares trade independently. - Sk Hynix US traded at a 20-50% premium to SK Hynix Korean listing due to limited supply, but lot of US demand. -> ADRs allow for conversion between Korea Shares to US Shares, and conversion will start on the 29th - If you convert 22.5% of the Korean supply to the US, that 20-50% premium is likely to go down eg. If there's limited mangos, and someone pays $3 for mangos. You buy the same mango for $1. You keep buying those $1 mangos and selling for $3 until the mangos pricing converge. That's called arbitrage and what likely traders would do.
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SKHY 7月29日可转换，套利将压缩ADR溢价。
关注 $SKHY 相对于 SK 海力士韩国本土股票 25%+ 溢价的各位： 美国存托凭证(ADR) 与本土股票将于 7 月 29 日实现可转换。 这将为套利(arbitrage) 打开大门，很可能压缩 ADR 溢价。可能会提振韩国本土股价或压制美股股价。 目前 2.5% 为美国 ADR 股票，因此还有额外的 22.5% 可以转换。
英文原文
For anyone watching the 25%+ premium in $SKHY versus SK Hynix's Korean shares: The ADRs and local shares become convertible on July 29. Should open the door for arbitrage and likely compress the ADR premium. Maybe lifting Korean shares or pressuring US shares. 2.5% currently is the US ADR stock, so an additional 22.5% can be converted.
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券商称DRAM短缺加剧，内存供需紧张将持续至2028年。
Meritz Securities的Kim Sunwoo：“现在不是抛售三星电子和$SKHY的时候。” 他们认为市场过度误解了半导体局势，且DRAM短缺将在今年下半年加剧。 - 2026年下半年：“供应商仅能满足75%–80%的DRAM需求”。 - 2027年：“满足率预计降至60%区间。” 文章中附带了市场预测，显示SK海力士2027年市盈率为3.5倍，三星为3.9倍。 认为$INTC CEO关于时间框架的言论最到位：“直到至少2028年，内存供应和价格都不会缓解”。 特别是在$MU签署16份有利的“提货或付款”长期协议后，内存需求似乎具有结构性。
英文原文
Kim Sunwoo of Meritz Securities: "This Is Not the Time to Sell Samsung Electronics and $SKHY" They claim markets are excessively misunderstanding the situation with semis. And that DRAM shortage will intensify in the second half of this year. - H2 2026: "suppliers can fulfill only 75%–80% of DRAM demand". - 2027: "fulfillment is expected to fall into the 60% range." In the article, they attached market forecasts that show SK Hynix with a 2027 3.5x P/E and Samsung a 3.9x P/E. Think the $INTC CEO said it best around timeframes with his quote "no relief in memory supply or pricing until at least 2028". Especially after $MU 16 LTAs with favorable take or pay volume contracts... memory demand seems structural.
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内存股基本面强劲，短期或回调，SK海力士资产负债表优于宏观。
内存板块的自由现金流(FCF)数据过于强劲。整体远期市盈率(Forward P/E)均为个位数。 我预计部分触及历史高点(ATH)的个股会出现非常短期的回调（这是健康的），这是我的猜测。 有些个别公司的基本面，比如SK海力士($SKHY)，简直离谱。资产负债表 > 宏观环境。
英文原文
FCF numbers are way too strong for memory. Single digit forward p/e across the board. I’d expect a very short term pullback (which is healthy) for some the names into ATHs is my guess. There are some individual companies where fundamentals like Sk Hynix are just too ridiculous. Balance sheet > macro.