《大行》高盛升三星电子及SK海力士目标价 上调铠侠(285A.JP)评级至“买入”

阿斯达克财经
Jun 01

高盛发表报告指,目前预期,2027年传统DRAM、NAND及HBM的供需状况将比2026年更为紧张,且此紧张态势将延续至2028年,这应有助于内存公司在未来至少数年内维持较高的盈利能力。该行认为,市场尚未充分理解本轮内存上升周期的持续性,证据是多数内存类股的本益比仍仅落在中个位数。高盛将探讨此轮周期与过去不同之处,主要重点包括:1)更高的需求能见度,来自于显著的服务器/AI组合扩张以及代理型AI的...

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