【大摩对三星电子维持“增持”评级:业绩已确认触底,HBM4将驱动估值修复】智通财经APP获悉,摩根士丹利(Morgan

智通财经
09 Jul
【大摩对三星电子维持“增持”评级:业绩已确认触底,HBM4将驱动估值修复】智通财经APP获悉,摩根士丹利(Morgan Stanley)在最新发布的研究报告中指出,三星电子2025年第二季度(2Q25)初步财报表现基本符合预期,尽管受到高带宽内存(HBM)库存未售出的一次性影响,但整体利润已触底,风险释放完毕。大摩维持对三星的“增持”(Overweight)评级,目标价设定为70,000韩元,较当前股价61,700韩元仍有13%的上行空间。

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