摩根大通韩国大会上,SK海力士:内存上行周期预计将比预期更长

华尔街见闻
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据追风交易台,摩根大通于2026年3月8日发布研报,记录了SK海力士管理层在摩根大通韩国大会上的核心表态。摩根大通维持对SK海力士的增持评级,目标价为125万韩元,较当前股价(92.6万韩元)隐含约35%的上行空间。 对投资者而言,本次大会传递出以下几个关键信号: 内存上行周期持续时间将超出市场预期,供需缺口在DRAM和NAND两端均十分严峻; HBM业务保持强劲领导地位,HBM4量产...

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