SK海力士(SKHY)今日盘前股价大幅上涨6.45%，表现强劲。
消息面上，SK集团董事长崔泰源近日公开表示，预计明年AI半导体需求将同比增长60%至100%，整体存储需求增幅达50%至60%，而供给端几乎无实质性扩产计划，行业供需缺口将持续扩大，这为股价提供了核心基本面支撑。同时，大行里昂重申予SK海力士“高度确信跑赢大市”评级，目标价370万韩元，增强了市场信心。行业数据亦显示景气度高涨，韩国7月前20天半导体出口同比飙升180%，达到221亿美元，占同期出口总额的四成以上。
此外，花旗与摩根士丹利等机构认为韩国股市此前调整已接近底部，技术性回调构成潜在买入机会。花旗另一份报告指出，月之暗面发布的Kimi K3大模型将推动服务器DDR5和企业级固态硬盘(eSSD)的需求，对内存市场形成利好。该股在经历近期大幅回调后，估值已进入历史低位区间，本次上涨也带有明显的超跌反弹特征。
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