大行评级丨高盛:三星电子基本面稳健,续列“确信买入”之内

格隆汇
Sep 07
三星电子于加拿大及美国举行投资者会议,高盛总结七项重点:三星重申预期2027年存储器供应较2026年更为紧张,紧张情况将持续至2028年;三星电子强调“外壳优先”策略可提供更大灵活性,同时对潜在过度投资保持警惕;长期协议(LTA)讨论进展顺利,与过往周期相比,可提供更佳的可见性及更有效率的投资决策;技术领先为集团首要目标;晶圆代工业务进展符合预期,先进节点需求强劲;客制化需求上升,有利于其存储器及晶圆代工能力;股东回报方面,三星电子正考虑包括股份回购及派息在内的所有选项。该行重申对三星电子的“买入”评级,续列“确信买入”之内,目标价为49万韩元。

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