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《大行》大信證券:記憶半導體股進入新紀元 上調SK海力士目標價47%至250萬韓圜
承美國存儲同業上周五(8日)急升勢頭,全球第二大存儲芯片商、南韓SK海力士(000660.KS)今日(11日)盤中升見194.9萬韓圜屢創歷史高,最新報194.3萬韓圜,升15.3%。本港上市的南方兩倍做多海力士ETF(07709.HK)現報100.05元同創新高,升27.48%,成交62.16億元。在SK海力士及三星電子(005930.KS)支持下,韓國K...
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《大行》大信證券:記憶半導體股進入新紀元 上調SK海力士目標價47%至250萬韓圜
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承美國存儲同業上周五(8日)急升勢頭,全球第二大存儲芯片商、南韓SK海力士(000660.KS)今日(11日)盤中升見194.9萬韓圜屢創歷史高,最新報194.3萬韓圜,升15.3%。本港上市的南方兩倍做多海力士ETF(07709.HK)  -0.600 (-0.568%)    Short selling $1.38B; Ratio 32.682%   現報100.05元同創新高,升27.48%,成交62.16億元。在SK海力士及三星電子(005930.KS)支持下,韓國KOSPI指數今日曾升見7,899點創歷史高,最新報7,847點,升349點或4.7%。

南韓大信證券分析師Ryu Hyung-keun今日稱,在AI推理需求急增下,全球市場正重新審視記憶半導體股的價值。Ryu表示,這不是單次性事件,是新紀元的開始(the beginning of a new era)。該行上調SK海力士目標價47%至250萬韓圜。

此外,晨星早前發表報告,料SK海力士兩大產品類別DRAM及NAND價格將於明年見頂,並料其經營利潤率由去年的48.6%升至2026及2027年分別75.7%及77.3%。該行料其派息將由去年的每股3,000韓圜增至今明兩年分別料1.5萬及1.6萬韓圜。(da/a)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-14 16:25.)

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