外资加速撤离韩国半导体,海力士、三星6天净卖出496亿元,高盛仍维持买入评级

智通财经
3 hours ago
【外资加速撤离韩国半导体,海力士、三星6天净卖出496亿元,高盛仍维持买入评级】据韩国《朝鲜日报》报道,韩国交易所最新交易数据显示,9月以来外资抛售节奏明显加快,仅6个交易日就从韩国主板市场净卖出11.93万亿韩元,三星电子、SK海力士两大芯片龙头成为减持核心,合计卖出规模占外资总卖出额的八成以上。其中,外国投资者净卖出SK海力士5.85万亿韩元、三星电子4.39万亿韩元,两只半导体股票合计净卖出10.24万亿韩元,占同期外资总净卖出额的86%。高盛于当地时间14日表示,在与北美投资者就韩国半导体产业进行讨论后,市场对存储器周期持乐观态度。高盛维持对三星电子和SK海力士的“买入”评级。高盛预计,第三季度DRAM和NAND的平均售价将比上一季度上涨约20%,明年HBM的平均售价将上涨约100%。三星电子的目标股价为49万韩元/股,SK海力士的目标股价为350万韩元/股。

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