看好HBM业务,美银“五大理由”看多SK海力士

华尔街见闻
15 Oct 2024

美东时间10月11日,美国银行发布研报称,看好SK海力士的HBM(高带宽内存)业务前景,对SK海力士的“买入”评级,并将其目标股价从24万韩元上调至28万韩元。 主要理由有五个: 市场份额增长:SK海力士正在逐步抢占三星电子在HBM市场的份额,尤其是三星的HBM3e技术推进缓慢,给了海力士一个赶超的机会。 销售增长显著:2024年第三、第四季度,SK海力士的HBM销售预计分别达到29亿和35...

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