SK海力士因芯片价格上涨 一季度盈利有望超预期走强

Core Viewpoint - Nomura analysts C.W. Chung and Eon Hwang indicate that SK Hynix's first-quarter earnings performance may be stronger than expected due to a significant increase in storage chip prices [1] Group 1: Earnings Forecast - Analysts raised SK Hynix's quarterly operating profit forecast from 21 trillion KRW to 29 trillion KRW [1] - The report anticipates that DRAM and NAND storage product prices will increase by 56% and 40% quarter-on-quarter, respectively, surpassing Nomura's previous estimates of 23% and 20% [1] Group 2: Target Price and Rating - Nomura increased the target price for SK Hynix by 42% to 1.25 million KRW and maintained a buy rating [1] - SK Hynix's stock recently rose by 4.5%, reaching 900,000 KRW [1]