智通财经APP获悉，周一，存储芯片概念股普跌，希捷科技(STX.US)跌逾6%，西部数据(WDC.US)跌逾5%，SK海力士(SKHY.US)跌逾4%，美光科技(MU.US)跌逾3%，闪迪(SNDK.US)跌逾1%。
摩根士丹利将韩国股市评级上调至“超配”，认为此前剧烈的杠杆清洗已接近尾声，KOSPI估值跌至历史极低水平，为投资者提供了更具吸引力的入场时机。目标价9000点，较当前隐含36%上行空间。
摩根士丹利表示，KOSPI远期市盈率已跌至5.7倍，创历史极低；对冲基金去杠杆完成约75%，杠杆ETF规模较峰值蒸发70%，筹码结构显著改善。资本管理动向、HBM4定价及iPhone18发布周期，为韩股下一阶段上涨的三大核心催化剂。
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