摩根大通重申三星电子增持评级，称股价回调带来逢低买入时机_老虎社区_美港股上老虎

摩根大通重申三星电子增持评级，称股价回调带来逢低买入时机

智通财经07-08

【摩根大通重申三星电子增持评级，称股价回调带来逢低买入时机】7月8日消息，摩根大通在最新发布的个股研究报告中，对全球半导体巨头三星电子披露的2026年第二季度强劲初步业绩给予了极高评价，重申其“增持”评级，并将2026年12月的目标价调高至480,000韩元。摩根大通指出，尽管三星在今年上半年一次性计提了超过15万亿韩元的巨额劳务成本拨备，但在AI基础设施建设引发的存储芯片价格狂飙及韩元贬值的双重...

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瞎搞八搞
·07-08
终于来了一个正常点的，SemiAnalysis的鬼故事一个接着一个，其实就是收了“咨询费”帮忙砸盘的。发负面报告→股价跌→找企业卖咨询→收了钱之后报告语气就软了，现在和Tema ETF 达成了商业合作。所谓的专业订阅费用基本都是给他们塞牙缝的，真正赚钱的活估计就是小作文。
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href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【摩根大通重申三星电子增持评级，称股价回调带来逢低买入时机】7月8日消息，摩根大通在最新发布的个股研究报告中，对全球半导体巨头三星电子披露的2026年第二季度强劲初步业绩给予了极高评价，重申其“增持”评级，并将2026年12月的目标价调高至480,000韩元。摩根大通指出，尽管三星在今年上半年一次性计提了超过15万亿韩元的巨额劳务成本拨备，但在AI基础设施建设引发的存储芯片价格狂飙及韩元贬值的双重...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","EDZ":"新兴市场ETF-Direxion三倍做空","WTAI":"WisdomTree Artificial Intelligence and Innovation Fund","DRAL":"2倍做多DRAM ETF-Defiance","BK4543":"AI","BK4504":"桥水持仓","EEMO":"Invesco S&P Emerging Markets Momentum ETF","RAM":"2倍做多DRAM ETF-T-REX","SSNLF":"三星电子","07747":"南方两倍做多三星电子","BK4581":"高盛持仓","DRAM":"Roundhill Memory ETF","BK4582":"ESG ETF-MSCI","BK4550":"红杉资本持仓","PGF":"优先金融股指数ETF-PowerShares","BK4588":"碎股","BK4585":"ETF&股票定投概念","IEMG":"iShares Core MSCI Emerging Markets ETF"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2649960560","content_text":"【摩根大通重申三星电子增持评级，称股价回调带来逢低买入时机】7月8日消息，摩根大通在最新发布的个股研究报告中，对全球半导体巨头三星电子披露的2026年第二季度强劲初步业绩给予了极高评价，重申其“增持”评级，并将2026年12月的目标价调高至480,000韩元。摩根大通指出，尽管三星在今年上半年一次性计提了超过15万亿韩元的巨额劳务成本拨备，但在AI基础设施建设引发的存储芯片价格狂飙及韩元贬值的双重利好拉动下，其二季度实际盈利表现击败了此前已被市场调低的预期，展现出极具韧性的周期爆发力。报告强调，经历此前的股价回调后，目前三星电子股价对应的未来12个月滚动市盈率仅为5.2倍。小摩称，三星已成为全球范围内“定价最便宜的优质存储资产”，此前的市场悲观情绪反而为中长线投资者提供了极佳的逢低买入时机。","news_type":1,"symbols_score_info":{"DRAM":1.5,"PGF":1.5,"EEMO":1.5,"IEMG":1.5,"WTAI":1.5,"SSNLF":1.5,"RAM":1.5,"07747":0.6,"DRAL":0.6,"EDZ":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}