资金风向标：大型投资者对SK海力士的评述

投资观察07-11

亨迪·苏桑托：Gabelli Funds的这位投资组合经理已增持了部分SK海力士股份，并正密切关注该股，计划在股价回调时进一步买入。"关于存储芯片行业的持久性和周期性，目前仍存在许多疑问，"苏桑托表示。"但总体而言，我对2026和2027年的技术路线图持乐观态度。"

罗布·霍沃斯：美国银行资产管理公司的高级投资策略总监指出，SK海力士"在其韩国上市地表现优异，市场对其美国上市也无疑充满热情……我们认为这是一个将持续的AI主题故事，但我们预计受益者将更为分散，赢家将出现在工业、公用事业及其他领域。"

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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