Regulator curbs on new leveraged SK hynix (KRX:000660) ETFs and a raised investor deposit come as booming AI-driven demand, bullish broker calls and CEO warnings of deep 2027–2030 memory shortages lift shares and risky large leveraged ETF flows, while SK hynix’s dollar sales bolster the won.
Previous Week Recap
- Regulator Halts New Singles-Stock Leveraged ETFs: S. Korea's regulator halted new single-stock leveraged ETFs tied to SK hynix (000660), raised investor minimum deposit to 30M won, and will review tighter rules; existing products keep trading.
- Barclays Raises Weight On SK hynix: Barclays started Overweight on SK hynix (000660) with $330 PT; Nasdaq depository receipts jumped 27% to $193.92. Brokers cited AI-server demand, HBM exposure and 2027–28 capacity risks.
- CSOP HK Twice-Leveraged ETF Expands: CSOP’s HK twice‑leveraged ETF tracking SK hynix (000660) grew to HK$51.8B, its large size and daily rebalancing have coincided with sharp intraday and multi‑day swings in SK hynix shares.
- CEO Warns 2027 Memory Shortage: SK hynix CEO warns global memory supply will hit worst-ever shortage in 2027; demand may outpace production beyond 2030 despite planned capacity expansion — key factor for SK hynix (000660) traders
- SK hynix Dollar Sales Boost Won: SK hynix (000660) sold dollars today, bolstering the South Korean won as USD/KRW fell to about 1,486.3. Traders noted continued company dollar sales during the session.
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