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SK海力士目標價獲上調至300萬韓圜潛在升幅達80% 南方兩倍做多(07709.HK)漲逾5%
SK證券最新將SK海力士的目標價上調至300萬韓圜,SK海力士股價最新升3.72%至166.05萬韓圜,意味著SK海力士潛在升幅高達80.7%。三星電子的目標價亦從40萬韓圜上調至50萬韓圜,以三星電子最新報價27.25萬韓圜計算,潛在升幅達83.5%。在本港相關的槓桿ETF高走,南方東英海力士兩倍槓桿ETF(07709.HK)現報75.66元,升5.23%...
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SK海力士目標價獲上調至300萬韓圜潛在升幅達80% 南方兩倍做多(07709.HK)漲逾5%
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SK證券最新將SK海力士的目標價上調至300萬韓圜,SK海力士股價最新升3.72%至166.05萬韓圜,意味著SK海力士潛在升幅高達80.7%。三星電子的目標價亦從40萬韓圜上調至50萬韓圜,以三星電子最新報價27.25萬韓圜計算,潛在升幅達83.5%。

在本港相關的槓桿ETF高走,南方東英海力士兩倍槓桿ETF(07709.HK)  +4.980 (+6.926%)    Short selling $1.31B; Ratio 32.471%   現報75.66元,升5.23%,成交4,237.56萬股,涉資30.8億元。南方東英三星兩倍槓桿ETF(07747.HK)  +8.500 (+6.538%)    Short selling $884.56M; Ratio 37.669%   現報134.4元,升3.38%,成交1,349.27萬股,涉資17.63億元。

SK證券此前已多次上調SK海力士的目標價,因市場進入半導體超級周期以及外國投資者持續買入。SK證券最新表示,今次調整是要反映先前因擔憂美伊戰爭而下調的市盈率回升至更高水平。另一方面,近期儲存晶片股票的上漲源自於市場認識到AI相關股票中儲存晶片板塊的估值被嚴重低估,隨著第二季儲存晶片價格強勁、長期供應合約增加令股東回報預期提升,以及預計到明年仍將出現的供應短缺等,這些因素將推動公司未來12個月每股盈利預測上調。(mn/j)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-05-07 16:25.)

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