ETF anomaly | South doubles long Samsung Electronics (07747) up more than 4%, Nvidia's senior management will discuss substantive artificial intelligence cooperation with Samsung and SK Hynix.

2026-04-29 15:06

Zhitongcaijing
Southern companies doubled their holdings of Samsung Electronics (07747), which rose more than 4%, reaching a 4.49% increase at the time of publication, trading at 95.4 Hong Kong dollars, with a transaction volume of 757 million Hong Kong dollars.
In the south, the long position of Samsung Electronics (07747) doubled, rising more than 4%, reaching 4.49% at the time of writing, and reporting 95.4 Hong Kong dollars, with a turnover of 7.57 billion Hong Kong dollars.
On the news front, according to market media reports, a key executive of Nvidia will hold separate meetings with counterparts from Samsung Electronics and SK Hynix on Wednesday to discuss cooperation in the field of physical artificial intelligence. Madison Huang, Senior Director of Product and Technology Marketing for Nvidia's physics AI platform, is visiting South Korea to expand partnerships in this area. Her team is responsible for developing Nvidia's Omniverse platform for physical and industrial AI simulation applications, as well as supporting the company's robot platform to advance industrial digitization and physical AI strategies.
It is reported that Samsung Electronics and SK Hynix are the main suppliers of storage chips used in Nvidia AI chips. Nvidia also collaborates with these Korean chip manufacturers to deploy large-scale GPU clusters to strengthen Korea's national-level AI infrastructure and drive the application of AI in robots, factories, and industrial platforms. Citigroup pointed out in a research report that strong continuous demand for AI inference will support high storage prices, and it is expected that Samsung's full-year operating profit in 2026 will reach 310 trillion Korean won, an increase of over 6 times year-on-year.