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AI受益预期升温，乐天能源材料市值逼近4万亿韩元
发布: · 来源: mk.co.kr
一句$话总结: 乐天能源材料股价今年摆脱电动车需求暂时低迷影响而快速上涨，市值逼近4万亿韩元。预计加入英伟达价值链成为主要背景。
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乐天能源材料股价今年以来快速上涨，市值逼近4万亿韩元。此前，受电动车“鸿沟”即暂时性需求低迷影响，公司股价曾多年承压，如今走势出现变化。报道指出，股价上涨的背景在于公司预计将加入英伟达价值链。由此，市场对数据中心核心材料的期待被认为已反映在股价中。对于长期受到电动车需求放缓压力的材料企业而言，AI和数据中心价值链预期成为新的增长变量。不过，原文主要介绍了预计进入价值链以及股价上涨情况，并未给出具体业绩展望。来源: mk.co.kr
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