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股票市场 | 未来资产证券:SK海力士回调提供买入机会

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2026-07-16 00:56:40
据金十数据报道,韩国未来资产证券分析师Young-gun Kim在一份报告中表示,SK海力士近期的回调为增加对该股的敞口提供了一个极具吸引力的机会。

该分析师表示,目前的疲软似乎反映出围绕第二季度业绩和ADR上市的乐观情绪出现了异常急剧的降温。未来资产证券将其第二季度营业利润预期下调了12%,但维持其买入评级和4,200,000韩元的目标价不变。该分析师称,尽管股价出现回调,但存储芯片现货价格继续走强,同时储备订单的增长不太可能出现有意义的放缓。
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