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- 剑仙水月剑仙水月
  ·08-07
  挺暖的[龇牙] [龇牙] [龇牙] [龇牙] [龇牙]
  异动解读｜闪迪盘中上涨4.09%，加皇银行逆势上调目标价叠加存储板块集体回暖
  8月7日，闪迪盘中上涨4.09%，报1306.0美元/股，成交额12.67亿美元。此前闪迪因业绩指引不及市场高预期连续两日遭抛售，花旗、杰富瑞、富国银行等多家投行纷纷下调目标价，股价累计跌幅显著。消息面上，加拿大皇家银行逆势将闪迪目标价从1000美元上调至1300美元，维持"与板块同步"评级，为市场情绪提供支撑。据FactSet数据，闪迪当前分析师平均评级为"超配"，平均目标价为2305.39美元。
  异动解读｜闪迪盘中上涨4.09%，加皇银行逆势上调目标价叠加存储板块集体回暖
  186 评论
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- 剑仙水月剑仙水月
  ·07-18
  ？？？？分析师出来说话！
  异动解读 | SK海力士盘中大涨5.09%，分析师看多与高层信心提振市场
  SK海力士今日盘中大幅上涨5.09%，引起了市场的广泛关注。报告指出，SK海力士2027年预期市盈率仅约3.5倍，处于历史极低区间，并认为“恐慌的程度与预期回报成正比”。同时，SK集团会长崔泰源公开表示，对存储芯片的需求呈指数级增长，SK海力士股价长期趋势将呈上升态势，呼吁投资者不要追逐短期波动。
  异动解读 | SK海力士盘中大涨5.09%，分析师看多与高层信心提振市场
  566 评论
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- 剑仙水月剑仙水月
  ·07-02
  $Meta Platforms, Inc.(META)$ 垃圾公司！快倒闭吧！就是一个诈骗公司！
  626 评论
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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异动解读 | SK海力士盘中大涨5.09%，分析师看多与高层信心提振市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-07-17 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>SK海力士（SKHY）今日盘中大幅上涨5.09%，引起了市场的广泛关注。</p><p>消息面上，韩国美利资证券（Meritz Securities）分析师发布报告，直言市场对半导体行业基本面存在重大误判，当前反而是布局良机。报告指出，SK海力士2027年预期市盈率仅约3.5倍，处于历史极低区间，并认为“恐慌的程度与预期回报成正比”。同时，SK集团会长崔泰源公开表示，对存储芯片的需求呈指数级增长，SK海力士股价长期趋势将呈上升态势，呼吁投资者不要追逐短期波动。</p><p>此外，SK海力士美国存托凭证（ADR）较其韩国本土股票一度出现显著溢价，这吸引了全球资金通过相关ETF进行投资，显示出国际投资者对其资产的强劲需求。尽管韩国监管机构收紧了针对单一股票杠杆ETF的规则以遏制市场波动，但部分分析认为，这有助于市场回归基本面，减少过度投机带来的不稳定因素，从而为股价反弹创造了条件。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SKHY":"SK海力士"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177040374","content_text":"SK海力士（SKHY）今日盘中大幅上涨5.09%，引起了市场的广泛关注。消息面上，韩国美利资证券（Meritz Securities）分析师发布报告，直言市场对半导体行业基本面存在重大误判，当前反而是布局良机。报告指出，SK海力士2027年预期市盈率仅约3.5倍，处于历史极低区间，并认为“恐慌的程度与预期回报成正比”。同时，SK集团会长崔泰源公开表示，对存储芯片的需求呈指数级增长，SK海力士股价长期趋势将呈上升态势，呼吁投资者不要追逐短期波动。此外，SK海力士美国存托凭证（ADR）较其韩国本土股票一度出现显著溢价，这吸引了全球资金通过相关ETF进行投资，显示出国际投资者对其资产的强劲需求。尽管韩国监管机构收紧了针对单一股票杠杆ETF的规则以遏制市场波动，但部分分析认为，这有助于市场回归基本面，减少过度投机带来的不稳定因素，从而为股价反弹创造了条件。","news_type":1,"symbols_score_info":{"SKHY":1}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581448322196456,"gmtCreate":1782985263545,"gmtModify":1782985383426,"author":{"id":"4238886882610622","authorId":"4238886882610622","name":"剑仙水月","avatar":"https://static.tigerbbs.com/81215083506e80edf6c1118d8d5c45d3","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4238886882610622","authorIdStr":"4238886882610622"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> 垃圾公司！快倒闭吧！就是一个诈骗公司！","listText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a> 垃圾公司！快倒闭吧！就是一个诈骗公司！","text":"$Meta Platforms, Inc.(META)$ 垃圾公司！快倒闭吧！就是一个诈骗公司！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581448322196456","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}