观点：供应趋紧将推动SK海力士明年盈利更强劲增长
Odaily星球日报讯 据外媒报道，一只表现优异的技术基金计划持有 SK 海力士的股份，押注供应趋紧将在这家韩国人工智能存储芯片制造商股价过去一年上涨 1000%后，进一步使其受益。
Janus Henderson Investors 旗下全球技术领袖基金的联席经理 Richard Clode 表示，SK 海力士在全球高带宽存储芯片市场的主导地位意味着，明年当多年期供应合同可能以较高水平重新定价时，该公司可能享受“更大幅度的盈利增长”。该基金规模达 83 亿美元，今年已击败 96%的同类基金，过去三年回报率达 36%。该基金目前持有美国存储芯片生产商美光科技和闪迪公司的股份。Clode 说：“大多数人现在认为，今年的短缺情况明年将进一步恶化，包括 SK 海力士在内的公司生产的更难制造的高端存储芯片的兴起，正在改变该行业的周期性，使长期供需前景更加有利。”(金十)
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
The US storage chip sector continues to strengthen, with Gate MU and SNDK contract holdings ranking among the top in the industry
US storage sector continues to rise, with Micron up nearly 5%
The US semiconductor technology and memory chip sectors remain active, with Gate ranking among the top in MU and SNDK contract trading volume
Leopold, the "son of the US stock version," turned off the lights and ate noodles, causing US stock holdings to fall across the board
Multiple investment banks have intensively raised their target prices for technology stocks, with Mizuho showing strong confidence in the semiconductor sector
Hot money rotation accelerates: from Bitcoin to gold, then to AI and storage semiconductors
US stock chip stocks are strong before the U.S. market opens, with Micron surging another 10%.
Micron and SanDisk surged to record highs in a single day, while Gate-related stock contract trading heat surged
Peace expectations and AI boom drive the S&P and Nasdaq to new highs, US semiconductor indices rise for five consecutive days, and Micron surges nearly 20%
The situation in Iran dominated the market, with US stocks closing sharply higher, the storage sector surging, and the crypto market rebounding slightly
