三星大股东公开喊话：效仿SK海力士赴美上市，估值可期

智通财经03-27

智通财经APP获悉，一家将三星电子作为最大押注的基金管理公司正敦促这家韩国公司在美上市，称此举将提升这家芯片制造商的估值。截至去年底持有三星0.7%股份的Artisan Partners，在SK海力士本周表示已申请发行美国存托凭证后，正力推三星也采取同样行动。Artisan董事总经理戴维·萨姆拉表示，三星应效仿其较小竞争对手的做法。萨姆拉周三接受采访时表示，他希望SK海力士的举动“能鼓励三星也这样...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2622848310?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-27 14:40","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2622848310","market":"hk","top_or_hot":-1,"title":"三星大股东公开喊话：效仿SK海力士赴美上市，估值可期","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，一家将三星电子作为最大押注的基金管理公司正敦促这家韩国公司在美上市，称此举将提升这家芯片制造商的估值。截至去年底持有三星0.7%股份的Artisan Partners，在SK海力士本周表示已申请发行美国存托凭证后，正力推三星也采取同样行动。Artisan董事总经理戴维·萨姆拉表示，三星应效仿其较小竞争对手的做法。萨姆拉周三接受采访时表示，他希望SK海力士的举动“能鼓励三星也这样...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1420313.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三星大股东公开喊话：效仿SK海力士赴美上市，估值可期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三星大股东公开喊话：效仿SK海力士赴美上市，估值可期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-27 14:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1420313.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，一家将三星电子作为最大押注的基金管理公司正敦促这家韩国公司在美上市，称此举将提升这家芯片制造商的估值。截至去年底持有三星0.7%股份的Artisan Partners，在SK海力士本周表示已申请发行美国存托凭证后，正力推三星也采取同样行动。Artisan董事总经理戴维·萨姆拉表示，三星应效仿其较小竞争对手的做法。萨姆拉周三接受采访时表示，他希望SK海力士的举动“能鼓励三星也这样...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1420313.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B3M56506.USD","symbol_name":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1420313.html","article_id":"2622848310","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2622848310","pubTimestamp":1774593643,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，一家将三星电子作为最大押注的基金管理公司正敦促这家韩国公司在美上市，称此举将提升这家芯片制造商的估值。截至去年底持有三星0.7%股份的Artisan Partners，在SK海力士本周表示已申请发行美国存托凭证后，正力推三星也采取同样行动。三星代表拒绝置评。SK海力士首席执行官本周大力宣传在美上市计划，称其有助于缩小与全球竞争对手的估值差距。Artisan并未持有SK海力士。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","SOXX":"iShares费城交易所半导体ETF","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","STSM":"Defiance Daily Target 2X Short TSM ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","TSMG":"2倍做多TSM ETF- Leverage Shares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","03145":"华夏亚洲高息股","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","TSMU":"2倍做多TSM ETF-GraniteShares","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4554":"元宇宙及AR概念","TSMX":"2倍做多TSM ETF-Direxion","TSMY":"TSM期权收益策略ETF-YieldMax","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4141":"半导体产品","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","TSMZ":"1倍做空TSM ETF-Direxion","SOXQ":"Invesco PHLX Semiconductor ETF","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","USD":"ProShares Ultra Semiconductors","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0359201612.USD":"贝莱德中国基金A2","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","BK4602":"量子计算概念","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD"},"translate_title":"Samsung's major shareholders publicly shouted: following the example of SK Hynix to go public in the United States, the valuation can be expected","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CHAT":0.9,"STSM":0.6,"SOXQ":0.8,"TSMG":0.6,"SOXX":0.8,"TSMU":0.6,"03145":0.6,"TSMZ":0.6,"TSMX":0.6,"TSMY":0.6,"USD":0.8},"content_text":"智通财经APP获悉，一家将三星电子作为最大押注的基金管理公司正敦促这家韩国公司在美上市，称此举将提升这家芯片制造商的估值。截至去年底持有三星0.7%股份的Artisan Partners，在SK海力士本周表示已申请发行美国存托凭证后，正力推三星也采取同样行动。Artisan董事总经理戴维·萨姆拉表示，三星应效仿其较小竞争对手的做法。萨姆拉周三接受采访时表示，他希望SK海力士的举动“能鼓励三星也这样做”。他表示，Artisan相信三星多年来一直在“积极评估ADR上市的成本效益分析”。三星代表拒绝置评。SK海力士首席执行官本周大力宣传在美上市计划，称其有助于缩小与全球竞争对手的估值差距。这两家芯片制造商一直是韩股领涨全球的主力引擎——韩国基准Kospi指数过去一年上涨逾一倍，其中三星涨幅达181%，SK海力士上涨329%。萨姆拉表示，“美国普通投资者根本无法购买三星股票”，因为无法交易在韩国上市的股票。他管理着逾500亿美元的资产。三星一直是内存芯片热潮中的全球最大赢家之一。尽管SK海力士希望通过ADR发行筹集资金，但萨姆拉认为，因其并不需要融资，估值才是三星考虑在美上市的主要动机。三星本月表示，计划今年在芯片产能扩张和研发方面投入逾110万亿韩元(约合730亿美元)，创纪录的投入旨在抢占AI半导体领域的领先地位。受益于在美上市的亚洲公司包括同为芯片巨头的台积电。台积电的ADR发行使其得以吸引外国投资者资金流入，巩固了其在美国投资者中的青睐地位，尤其是在AI驱动的上涨行情中。除主动型投资者外，追踪美股的ETF带来的大量被动资金流入进一步推高了其相对于台北上市股票的估值。去年某个时点，两个市场的价差一度超过30%。台积电1997年通过发行ADR筹集了5.2亿美元，如今其总市值已接近1.7万亿美元。萨姆拉表示：“仅因更多流动性流入股票，他们就能获得更好的估值。我认为投资者群体将获得更畅通的信息流动。”专注于投资美国以外公司的Artisan表示，已持有三星股票逾十年。市场汇编的数据显示，截至2025年，三星是Artisan International Value Fund的头号持仓，该公司也是这家韩国芯片制造商的前十大基金持有人之一。Artisan并未持有SK海力士。萨姆拉表示，在股价一年内上涨近两倍后，三星已不再便宜。该股目前交易价格仍不到其账面价值的三倍，而其在美最大竞争对手美光科技则不到五倍。萨姆拉表示：“我们认为目前价格较为合理。因此我们并不认为存在很大的安全边际。但我们也不认为其被高估。”三星目前在伦敦有全球存托凭证上市，此前于2024年底在卢森堡退市。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.4","shortVersion":"4.42.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2622848310","isCrawlerRequest":true}