大信证券的Kangho Park表示,LG Display可能面临韩元走强和投入成本上升带来的盈利压力。该分析师将这家韩

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大信证券的Kangho Park表示,LG Display可能面临韩元走强和投入成本上升带来的盈利压力。该分析师将这家韩国平板显示器制造商2026年营业利润预测下调约25%,2027年下调11%。Kangho 指出,自6月底以来美元兑韩元贬值近13%,拖累该公司盈利能力。他表示,半导体和其他原材料价格上涨推高了信息技术设备价格,抑制了需求。不过,他预计随着有机发光二极管面板出货量可能增加,该公司盈利将逐步改善。大信证券将该股目标价从17000韩元下调至12000韩元,维持买入评级。该股下跌0.8%,收于8400韩元。

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