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花旗上调三星电子目标价至46万韩元、SK海力士至310万韩元
发布: · 来源: hankyung.com
一句$话总结: 花旗集团12日以上调AI服务器投资和HBM供应短缺为依据，将三星电子与SK海力士目标价分别提高至46万韩元和310万韩元，并维持买入评级。
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全球投行花旗集团在12日报告中，将三星电子目标价从30万韩元上调至46万韩元，将SK海力士目标价从170万韩元上调至310万韩元。两只股票评级均维持“买入”。花旗认为，AI模型升级、token使用量增加、HBM供应短缺以及AI服务器投资扩大，正在增强存储芯片厂商的定价能力。其将2026年全球DRAM ASP涨幅预期从190%上调至200%，NAND从172%上调至186%。当天两股分别收于27.9万韩元和183.5万韩元。来源：引用hankyung.com。
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