9月9日，SK海力士盘中上涨3.24%，报191.62美元/股，成交额6.6亿美元。
消息面上，标普全球市场情报预测，SK海力士或将于第四季度宣布新一轮最高40万亿韩元的股票回购计划，且实施回购后仍有能力派发丰厚股息。同时，未来资产证券将SK海力士目标价从280万韩元上调至310万韩元。供给端方面，韩国KB证券最新研报警告，三星电子与SK海力士的存储芯片库存已降至不足10天供应量，明年DRAM与NAND比特需求将超出供应10个百分点以上。瑞银预计本轮半导体上行周期至少延续至2028年，第三季度DDR价格将环比上涨22%。回购预期、券商上调目标价与供需缺口持续扩大形成多重催化。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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