KB证券：升SK海力士目标价至300万韩元，1万亿美元市值将成强劲支持线

中金财经05-15

KB证券今日发表报告，将SK海力士目标价由原先280万韩元上调至300万韩元，重申“买入”评级，主因预期次季DRAM和NAND的价格将超越先前预期。　　KB证券最新预测2026年DRAM价格同比升194%，NAND同比升244%。反映此预测，该机构将SK海力士今明两年的营业利润预测分别上调至277万亿韩元(位列全球半导体行业第4)及428万亿韩元，较市场共识高出10.2%及25.1%。预计...

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