US STOCKS
FUNDS
FX & CRYPTO
SH/SZ-HK
HK STOCKS
 
 
 
 
 
 
Quick
Quote
Detailed
Quote
Latest
Technical
Analysis
Dynamic
Chart
Stock
Trend
Transaction
Block
Trade
Money
Flow
Peers
News
AA
Move
Dividend
Fundamentals
Short
Selling
Warrants
CBBCs
Inline
Warrants
Last  
Range
Updated
News Sharing
For sharing news, please enter the email address of you and the receiver, then press SEND button.*Mandatory Fields
Receiver*
Enter email addresses, separated by semicolon (;). E.g. a@a.com;b@b.com
Your email address*
Content Sharing
SK海力士市值突破6,800億美元 尤金證券首予目標價230萬韓圜 三星電子升幅跑輸
美國總統特朗普日前致函國會,指美國對伊朗戰事已經「結束」,他已無限期延長停火協議。他並表示,今日起協助部分受困船隻撤離霍爾木茲海峽,但不滿意伊朗新和平提案。美股三大指數期貨分化,道指期貨微跌22點或0.04%,標普500指數期貨及納指期貨升0.19%及0.36%。亞太區主要股市今日(4日)普遍造好。台股收升1,778點或4.6%,報40,705點創歷史收市高...
Reset
Send
The window will close in 5 seconds
SK海力士市值突破6,800億美元 尤金證券首予目標價230萬韓圜 三星電子升幅跑輸
Recommend
14
Positive
29
Negative
16
 
 

美國總統特朗普日前致函國會,指美國對伊朗戰事已經「結束」,他已無限期延長停火協議。他並表示,今日起協助部分受困船隻撤離霍爾木茲海峽,但不滿意伊朗新和平提案。美股三大指數期貨分化,道指期貨微跌22點或0.04%,標普500指數期貨及納指期貨升0.19%及0.36%。

亞太區主要股市今日(4日)普遍造好。台股收升1,778點或4.6%,報40,705點創歷史收市高。南韓Kospi收升338點或5.1%,報6,936點同創歷史高。港股午後升318點或1.2%,報26,095點,成交1,576.07億元。中國內地、日本及泰國今日假期休市。

美國科企上周確認對AI數據中心巨額投資計劃,帶動亞太區半導體股炒上,三星電子收升5.4%,報23.25萬韓圜創歷史高。SK海力士更升12.5%,收報144.7萬韓圜同創歷史高。

SK海力士市值突破1,000萬億韓圜(折合逾6,800億美元),成為繼三星電子之後,韓國綜合股價指數上市公司中第二家市值突破這一水平的企業。

尤金投資證券(Eugene I&S)首次給予SK海力士230萬韓圜的目標價。該機構預計,SK海力士次季銷售額和營業利潤將分別達到82.3萬億韓圜(約559.88億美元)和63.7萬億韓圜(約433.35億美元)。該行研究員孫仁俊表示,僅從目前預測的服務器需求增長來看,2027年的供應短缺就會進一步加劇。今年表現疲軟的智能手機、PC出貨需求,以及內容增長一旦恢復,將進一步放大供應緊張。孫仁俊補充,儲存芯片廠商正在篩選主要客戶,並基於最低價格保障機制,以相當有利的條件推進長期供貨協議(LTA)談判。

三星電子上月升勢則跑輸SK海力士逾25個百分點,三星工會上月23日舉行集會要求更大幅度加薪,並威脅由5月21日起進行18日大規模罷工。外電引述三井住友DS資產管理高級組合經理Stanley Tang稱,投資者對AI帶動HBM需求仍樂觀,但憂慮三星電子潛在罷工。

花旗上月底將三星電子目標價由原先32萬韓圜建至30萬韓圜,指三星是記憶體市場增長的長期受惠者,但在勞工爭端激化下的獎金相關撥備或蠶食盈利。相反,美銀證券上調SK海力士目標價,指該行已假設三星次季將就員工額外獎金作撥備,同時三星潛在罷工將對SK海力士定價環境帶來進一步利好。(da/a)

AASTOCKS新聞

Preferred News
 
SITEMAP
Email: support@aastocks.com
AASTOCKS.COM LIMITED (阿斯達克網絡信息有限公司) All rights reserved.
Disclaimer
You expressly agree that the use of this app/website is at your sole risk.

AASTOCKS.com Limited, HKEx Information Services Limited, China Investment Information Services Limited, Shenzhen Securities Information Co. Ltd, Nasdaq, Inc., their respective holding companies and/or any subsidiaries of such holding companies, their Sources and/or other third party data provider(s) endeavour to ensure the accuracy and reliability of the Information provided but do not guarantee its accuracy or reliability and accept no liability (whether in tort or contract or otherwise) for any loss or damage arising from any inaccuracies or omissions.

Neither AASTOCKS.com Limited, HKEx Information Services Limited, China Investment Information Services Limited, Shenzhen Securities Information Co.Ltd., Nasdaq, Inc. nor their respective holding companies and/or any subsidiaries of such holding companies nor their Sources and/or other third party data provider(s) make any express or implied offers, representations or warranties (including, without limitation, any warranty or merchantability or fitness for a particular purpose or use) regarding the Information.

Neither AASTOCKS.com Limited, HKEx Information Services Limited, China Investment Information Services Limited, Shenzhen Securities Information Co. Ltd., Nasdaq, Inc. nor their respective holding companies and/or any subsidiaries of such holding companies nor their Sources and/or other third party data provider(s) will be liable to any Subscriber or any other party for any interruption, inaccuracy, error, or omission, regardless of cause, in the Information or for any damages (whether direct or indirect, consequential, punitive, or exemplary) resulting from its use by any party.

AASTOCKS.com Limited shall not be liable for any failure or delay in performance of its obligations under this Disclaimer because of circumstances beyond its reasonable control, including but without limitation, acts of God, typhoons, rainstorms, other natural disasters, government restrictions, strikes, wars, virus outbreak, network failures or telecommunications failures.

Morningstar Disclaimer: Copyright © 2020 Morningstar, Inc. All Rights Reserved. The information, data, analyses and opinions ("Information") contained herein: (1) include the proprietary information of Morningstar and Morningstar’s third party licensors; (2) may not be copied or redistributed except as specifically authorised; (3) do not constitute investment advice; (4) are provided solely for informational purposes; and (5) are not warranted to be complete, accurate or timely. Morningstar is not responsible for any trading decisions, damages or other losses related to the Information or its use. Please verify all of the Information before using it and don’t make any investment decision except upon the advice of a professional financial adviser. Past performance is no guarantee of future results. The value and income derived from investments may go down as well as up.

The information and contents contained in this app/website are based on the analyses and interpretations of publicly available information obtained from sources believed to be reliable. Such analyses and information have not been independently verified and AASTOCKS.com Limited makes no guarantees to their accuracy, completeness, timeliness or correctness.

The information, financial market data, quotes, charts, statistics, exchange rate, news, research, analysis, buy and sell ratings, Education Center and other information on this app/website should be used as references only at your own discretion. Prior to the execution of a security or any other trade based upon the Information, you are advised to consult independent professional advice to verify pricing information or to obtain more detailed market information. AASTOCKS.com Limited is not soliciting any subscriber or app/website visitor to execute any trade. Any trades executed following the said information, commentaries and/or buy/sell ratings on this app/website are taken at your own risk for your own account.

As a convenience to users, the AASTOCKS.com Limited has added a translation feature developed by Azure OpenAI to assist users in understanding information on this platform in languages other than Chinese. The translated text may lose some of its intended meaning. Some items on the site, including images containing text, videos with captioning, PDF documents, or maps may not be translated, and some features may not work in the translated versions.

The AASTOCKS.com Limited does not guarantee the accuracy of translations, and the translated text should not be considered exact. The text translated is made available on an as is and as available basis without any warranties of any kind. The AASTOCKS.com Limited will not accept any liability for damages or losses of any kind caused by the use of the translation feature.

AASTOCKS.com Limited provides the information and services on an "AS IS" basis. The information and contents on this app/website are subject to change without notice. AASTOCKS.com Limited reserves the right, in its sole discretion but without any obligation, to make improvements to, or correct any error or omissions in any portion of this app/website at any time.

The subscriber or app/website visitor agrees not to reproduce, retransmit, disseminate, distribute, broadcast, publish, circulate, sell or commercially exploit the information and contents on this app/website in any manner without the express written consent of AASTOCKS.com Limited.

Investment involves risk. You may make use of the Education Center of this website for academic reference purposes at your own discretion. AASTOCKS.com Limited cannot and does not give any assurance that the present or future buy/sell commentaries and signals on this app/website will be profitable. AASTOCKS.com Limited cannot guarantee, and the subscriber or app/website visitor should not assume, that the future performance will equal past performance.

AASTOCKS.com Limited may point to other sites that may be of interest to the subscriber or app/website visitor but for which AASTOCKS.com Limited has no responsibility and only provides this as a service to the subscriber or app/website visitor.

AASTOCKS.com Limited does not represent or endorse the accuracy or reliability of any information, advertisements or contents contained on, distributed through, or linked, downloaded or accessed from any of the services on this app/website. AASTOCKS.com Limited cannot and does not guarantee the quality or reliability of any products or information purchased or obtained by you as a result of an advertisement or any other information displayed on this app/website.

AATV is a video platform owned by AASTOCKS.com Limited.

You acknowledge that: (i) AATV is provided for information purposes only and, in particular, is not intended for trading purposes; (ii) AATV does not and none of the information contained in its program constitutes a solicitation, offer, opinion, or recommendation by us to buy or sell any security, or to provide legal, tax, accounting, or investment advice or services whether or not regarding the profitability or suitability of any security or investment; and (iii) AATV is not intended for use by, or distribution to, any person or entity in any jurisdiction or country where such use or distribution would be contrary to law or regulation.

The financial analysis or opinion expressed in the AATV programs is for reference and discussion only, and does not represent AASTOCKS.com Limited. Investors must make their own investment decisions based on their own investment objectives and financial situation. AASTOCKS.com Limited shall not, directly or indirectly, be liable, in any way, to you or any other person for any: (i) inaccuracies or errors in or omissions from AATV including, but not limited to, quotes and financial data; (ii) delays, errors, or interruptions in the transmission or delivery of AATV; or (iii) loss or damage arising therefrom or occasioned thereby, or by any reason of nonperformance.

AASTOCKS.com Limited reserves the right to change this Disclaimer at any time by posting changes online at this app/website. You are responsible for reviewing regularly information posted therein to obtain timely notice of such changes. Your continued use of this app / website after changes are posted constitutes your acceptance of this Agreement as modified by the posted changes.

The disclaimer herein shall be governed by the law of the Hong Kong Special Administrative Region of the People's Republic of China ("Hong Kong") and you agree to submit to the exclusive jurisdiction of the Hong Kong courts.

In the event of any discrepancy between the Chinese and English versions, the English version shall prevail.

Last updated on 9 February 2026.