担忧存储芯片行业见顶 三星、SK海力士目标价遭韩国券商猛砍约30%

格隆汇
Aug 11
据韩国《中央日报》中文网,韩国Kiwoom证券同步下调了三星电子与SK海力士的目标股价。近期,市场对通用存储芯片行业景气度已过顶峰(Peak-out)的担忧升温,越来越多证券公司开始下调对韩国股市“两大龙头”三星电子及SK海力士的目标股价预期。据韩国金融投资业界11日消息,Kiwoom证券前一天将三星电子目标股价从原先的39万韩元下调至35万韩元,将SK海力士目标股价从220万韩元下调至210万韩元,但对两只个股的投资意见均维持“买入”。未来资产证券、新韩投资证券、三星证券等主要券商,已相继将两只个股的目标价下调约30%左右。

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