分析师:SK海力士放弃Solidigm美国IPO计划,或利好美光科技和闪迪

智通财经
5 hours ago
【分析师:SK海力士放弃Solidigm美国IPO计划,或利好美光科技和闪迪】LYNX Equity Strategies分析师KC Rajkumar团队10月23日表示,SK海力士放弃旗下Solidigm在美国首次公开募股的计划,可能利好美光科技和闪迪,原因是这一决定降低了未来全球NAND闪存供应过剩的风险。该机构指出,Solidigm原本计划通过美国上市融资,支持在美国扩大NAND制造产能,潜在项目可能由SK海力士与英特尔合资建设,选址包括英特尔俄亥俄州园区。新增产能预计将在三年或更长时间后进入市场,可能增加全球NAND供应并压低价格。随着IPO计划取消,相关扩产项目失去潜在融资来源,有助于缓解市场对未来产能增长的担忧。LYNX认为,这通常对美光和闪迪的产品定价及估值构成明显利好,但当前市场环境可能限制股价上涨空间;英特尔则可能因失去潜在制造项目而受到小幅负面影响。

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