摩根士丹利将SK海力士的目标价由73万韩元上调至84万韩元，维持“增持”评级。大摩认为，尽管SK海力士股价表现不俗，建议继续持有该股，待市场出现合理理由时，再进行投资组合调整。大摩指出，商品记忆体与高频宽记忆体(HBM)价格将面临更陡峭的攀升曲线，这使SK海力士从根本上更具吸引力，而该公司正处于显著提升盈利能力的轨道上。当前股价仅反映4倍峰值盈利，认为意味着HBM业务价值尚未充分体现。大摩提到，随着技术从模型迈向系统，AI模型透过提升运算能力与效率仍有巨大成长空间，预期SK海力士将持续引领记忆体技术扩展，以满足未来AI需求。
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