野村大幅上调三星电子盈利预测，2028年营业利润有望突破770万亿韩元，自由现金流与股东回报同步飙升

野村大幅上调三星电子盈利预测，2028年营业利润有望突破770万亿韩元，自由现金流与股东回报同步飙升

2026-08-02 22:17

ChainThink 消息，8 月 2 日，据 Citrini 分析师 Jukan 引用野村证券最新报告，野村大幅上调三星电子盈利预测，预计其营业利润将由当前约 391 万亿韩元（约 2710 亿美元）升至 635 万亿韩元（约 4401 亿美元），并进一步增至 774 万亿韩元（约 5364 亿美元）。

报告还预计，三星电子自由现金流将由 296 万亿韩元增至 456 万亿韩元，再升至 563 万亿韩元；股东回报收益率则从 11.2% 提高至 17.6%，并最终达到 22.3%。

DRAM 与 NAND 的营业利润及利润率预计未来数年持续上升。相关上调与美银美林此前调研结论相呼应。

该调研称，三星电子已将 60% 至 70% 的存储器销售纳入长期供货协议，合同条款为“限制跌幅、不限涨幅”。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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