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AI熱情重燃 SK海力士升近8%創歷史高 獲KB證券升目標價至190萬韓圜
市場對AI需求樂觀情緒重燃,疊加美國同業Sandisk(SNDK.US)下周一(20日)起納入納斯達克100指數,刺激被動資金流入。南韓存儲晶片巨擘SK海力士(000660.KS)今日(14日)股價突破2月26日所創109.9萬韓圜紀錄,曾升約9%高見112.8萬韓圜再創歷史高,最新報112萬韓圜,升7.7%。再加上三星電子(005930.KS)升3.7%助...
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AI熱情重燃 SK海力士升近8%創歷史高 獲KB證券升目標價至190萬韓圜
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市場對AI需求樂觀情緒重燃,疊加美國同業Sandisk(SNDK.US)      下周一(20日)起納入納斯達克100指數,刺激被動資金流入。南韓存儲晶片巨擘SK海力士(000660.KS)今日(14日)股價突破2月26日所創109.9萬韓圜紀錄,曾升約9%高見112.8萬韓圜再創歷史高,最新報112萬韓圜,升7.7%。再加上三星電子(005930.KS)升3.7%助力,南韓Kospi指數逾一個月以來首度收復6,000點大關,最新報6,005點,升196點或3.4%。

市場憧憬SK海力士4月23日發布首季初步業績,《韓聯社》整合市場預期SK海力士首季經營溢利3.85萬億韓圜,按年升418%,部分券商更預料逾4萬億韓圜。另SK海力士已提交保密申請在美國發行ADR,爭取今年內成事。

Kiwoom證券料SK海力士首季經營溢利達4.03萬億韓圜,Heungkuk證券及KB證券分別料達4.01萬億及4.08萬億韓圜。

KB證券研究主管Kim Dong-won將SK海力士目標價由原先170萬韓圜升至190萬韓圜,並將今明兩年經營溢利預測分別上調42%及55%。

韓國投資證券(KIS)分析師Chae Min-sook稱,記憶體價格上升,料推升SK海力士盈利能力,料其今年經營利潤率達創紀錄的73.2%。她補充,NAND盈利能力次季起或超越HBM(高頻寬記憶體)。

DS投資及證券分析師Lee Soo-rim稱,長期供貨合約有利穩定記憶體價格。Lee表示,合約價格將決定行業實際盈利能力,而不是現貨價格;上行周期料延續至今年第四季。

SK海力士2月底時表示,已與Sandisk合作開始將下一代儲存技術HBF標準化,以強化其在AI晶片市場的地位。HBF作為介於HBM和固態硬碟之間的新型儲存階層,旨在彌合HBM高效能與固態硬碟大容量特性之間的差距,並滿足AI推理場景對容量擴展性與能源效率的雙重需求。(da/u)(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)

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