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三星电子与SK海力士大涨后还能持有多久？券商目标价与风险并列
发布: · 来源: mk.co.kr
一句$话总结: 今年三星电子和SK海力士分别上涨129%、191%，券商在看好AI投资和明年半导体景气的同时，也提示上涨动能可能减弱。
围绕韩国KOSPI市值第一、第二的三星电子和SK海力士应持有到何时，券商观点出现分歧。今年两只股票分别大涨129%和191%，进一步凸显韩国半导体双龙头地位。部分券商将三星电子目标价上调至50万韩元，将SK海力士目标价上调至310万韩元。其依据是，AI投资已不是选择题，而是关乎“生存”，并且明年半导体景气仍可能延续。不过，在股价快速上涨后，也有观点警告称上涨动能可能转弱。来源: mk.co.kr
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