三星股价创历史新高

Core Viewpoint - Samsung Electronics' stock price is surging, potentially reaching a record closing high, driven by investor optimism regarding its AI chip potential and recovery in its traditional memory business [1][2] Group 1: Stock Performance - Samsung's stock rose by 6.1% to 94,400 KRW after a week-long holiday, marking a 76% increase year-to-date, elevating its market capitalization to $391 billion [1] - Morgan Stanley analysts raised Samsung's target stock price by 14% to 111,000 KRW, citing a sharp increase in memory chip prices and a strong demand cycle expected to last until 2026 [2] Group 2: Market Dynamics - Investors are betting on Samsung catching up with smaller competitor SK Hynix in supplying high-bandwidth memory (HBM) for AI applications, supported by a large supply agreement with OpenAI [1] - The traditional DRAM and NAND chip markets, led by Samsung, are anticipated to enter a "super cycle" due to supply shortages driving price increases [1] Group 3: Investor Sentiment - The recent stock surge is attributed to foreign investors, contrasting with the previous peak in 2021 driven by local retail investors [2] - Analysts suggest that this increase is not solely about chips but also reflects renewed investor confidence in Samsung's ability to capitalize on the AI trend [2]