高盛近日重申对 SK海力士和三星电子的“买入”评级仍然看好这两大存储芯片巨头股价在未来12个月内的上行潜力。高盛调研数据

智通财经
01 Jul
高盛近日重申对 SK海力士和三星电子的“买入”评级仍然看好这两大存储芯片巨头股价在未来12个月内的上行潜力。高盛调研数据显示投资者们普遍对内存行业的看法仍然谨慎特别是在考虑到更广泛的半导体行业面临包括关税压力在内的众多挑战的情况下。高盛表示SK海力士和三星都被视为具有挑战性的股票需要执行良好的产品路线图和成本结构才能在竞争激烈的市场中脱颖而出。尽管存在这些担忧但高盛半导体分析师团队仍然看好海力士和三星的长期前景因为它们在内存技术领域的强大地位以及它们应对行业周期的能力。该行相信两家公司都有能力在 HBM 等高增长领域抓住机遇并在传统内存市场保持竞争力。

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