摩根士丹利维持对韩国科技行业评级，三星、海力士目标价对应65%、74%上行空间

2026-08-07 16:54

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ChainThink 消息，8 月 7 日，据摩根士丹利 8 月 6 日发布的亚洲科技报告，该行维持韩国科技行业「吸引力」评级，并维持三星电子和 SK 海力士目标价不变。

报告称，SK 海力士目标价为 260 万韩元，对应约 74% 上行空间；三星电子普通股目标价为 38.1 万韩元，对应约 65% 上行空间，三星仍为该行 Top Pick。

摩根士丹利认为，内存行业本轮剧烈回调似乎已结束，市场焦点将从单纯追逐涨价，转向回购、长期协议和资本回报。

该行同时提示，DRAM 价格涨幅可能自四季度开始放缓，库存回升、新增供应进入市场后，盈利继续大幅超预期的难度将提高。报告还称，AI 需求仍然强劲，云厂商普遍表示算力供给不足；

其云资本开支追踪器已将 2027 年增速预期从 14% 上调至 29%。

长期供应协议被视为内存股估值重估关键，其中三星计划将 60%-70% 产能纳入长期合约，SK 海力士已与约 10 个客户完成谈判。

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

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