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机构:尽管近期股价上涨 三星电子似乎仍有上涨空间
Ge Long Hui A P P· 2025-10-15 00:56
Core Viewpoint - Despite the recent rise in Samsung Electronics' stock price, there appears to be further upside potential driven by multiple factors including rising prices of general chip products, an expanding customer base for its foundry business, and an expected increase in shipments of high-bandwidth memory to Nvidia [1] Group 1: Financial Performance - Samsung Electronics is expected to exceed market expectations for operating profit in the fourth quarter following a third-quarter profit that surpassed expectations [1] - Kiwoom Securities has raised its earnings outlook for Samsung Electronics for 2026, leading to a 14% increase in the target price to 120,000 KRW [1] Group 2: Market Dynamics - The anticipated increase in shipments of high-bandwidth memory to Nvidia is a significant factor contributing to Samsung's expected profit boost [1] - The expansion of Samsung's foundry business customer base is also expected to enhance profitability [1]