大华银行台湾基金部门:受典型两年设施建设周期影响,三星电子等存储芯片制造商2027年业绩“必将”优于2026年

美股速递
Sep 03

大华银行旗下台湾基金部门近日表示,鉴于存储芯片制造设施通常需要约两年的建设周期,诸如三星电子之类的存储芯片制造商在2027年的业绩表现"必将"显著优于2026年。

该机构指出,从行业规律来看,新建或扩建存储芯片生产设施往往需要耗费大约两年的时间。基于这一典型的建设周期,可以合理推断,到2027年时,相关存储芯片厂商的产能释放和市场供需格局将会发生积极变化,从而推动其整体业绩明显改善。

相较于2026年,三星电子等主要存储芯片企业在2027年的运营表现和财务数据预计将会呈现出更为强劲的势头。大华银行台湾基金部门对这一趋势持相当乐观的态度,认为竞争的格局和行业的景气度届时将有实质性的提升。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10