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存储超级周期仍未结束，三星电子与SK海力士目标价上调
发布: · 来源: mk.co.kr
一句$话总结: 今日发布的报告称，受英伟达下一代Vera Rubin、LPDDR需求及晶圆代工价格变化影响，三星电子和SK海力士目标价分别上调至43万韩元和275万韩元。
今日发布的一份券商报告判断，存储超级周期尚未结束，并将三星电子和SK海力士的目标股价分别上调至43万韩元和275万韩元。报告指出，英伟达下一代Vera Rubin将带动存储需求，LPDDR正成为存储市场的重要变量。与此同时，存储成本压力令中国智能手机厂商承压，晶圆代工2纳米和成熟制程价格也出现同步波动。报告据此认为，来自英伟达的需求正在成为巩固三星电子和SK海力士景气周期的因素。来源: mk.co.kr
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