Key Nvidia Supplier SK Hynix To Get Further Boost From AI Demand Even After 90% Stock Surge, Goldman Sachs And Citi Predict
Key Nvidia Supplier SK Hynix To Get Further Boost From AI Demand Even After 90% Stock Surge, Goldman Sachs And Citi Predict
Shares of South Korean chip supplier, SK Hynix Inc., have soared over 90% in the past year, and Wall Street analysts predict further growth.
韩国芯片供应商SK Hynix的股票在过去一年里飙升了90％以上，华尔街分析师预测会有进一步增长。
What Happened: In the past month, 19 analysts have revised their forecasts upwards for SK Hynix, a major supplier of high-bandwidth memory chips to Nvidia Corp. (NASDAQ:NVDA). The revisions are driven by the high potential for AI and the anticipation of a positive surprise in this month's earnings, Bloomberg reported on Friday.
最近一个月内，有19位分析师上调了他们对SK Hynix的预测，SK Hynix是英伟达公司（纳斯达克：NVDA）的高带宽存储芯片的主要供应商之一。《彭博社》周五报道，上调预测的原因是人工智能的高潜能和本月盈利的积极预期。
Goldman Sachs Group Inc. (NYSE:GS) increased its stock-price target to 290,000 won ($210) on Tuesday, indicating a potential gain of 25% from that day's close. Citigroup Inc. (NYSE:C) last week raised its prediction to 350,000 won, more than 50% higher than the current share price.
高盛集团有限公司（纽交所：GS）周二将其股票价格目标上调至每股290000韩元（210美元），预示着潜在收益将达到当天收盘价的25％。花旗集团公司（纽交所：C）上周将其预测上调至每股350000韩元，比当前股价高50％以上。
SK Hynix is projected to report a second-quarter operating profit of 5 trillion won, the highest in six years, when it announces earnings on July 26. This would extend its turnaround from last year's losses, aided by a recovery in memory-chip prices and demand for high-end devices for AI applications.
据预计，SK Hynix的第二季度营业利润将达到5万亿韩元，是六年来的最高点，这将延续其去年的扭亏局面，得益于存储芯片价格和对AI应用中高端设备的需求的复苏。7月26日公布的季度财报将揭示这一结果。
However, some investors are wary as SK Hynix is now trading at 2.9 times book value, its highest since at least 2011.
然而，一些投资者担心，由于SK Hynix现在以2.9倍的账面价值交易，这是至少自2011年以来的最高点。
Why It Matters: The projections come on the heels of SK Hynix's parent company, SK Group, recently pledging to invest 80 trillion won ($56 billion) by 2026 in AI and semiconductors, primarily in high-bandwidth memory (HBM) chips, data centers, and personalized AI assistant services. This move is expected to strengthen its supply chains for emerging technology and bolster its position as a leading supplier to Nvidia.
这些预测出现在SK Hynix的母公司SK集团最近承诺在2026年前投资80万亿韩元（560亿美元）用于人工智能和半导体，主要集中于高带宽存储（HBM）芯片、数据中心和个性化人工智能助手服务。这一举措预计将加强其新兴技术的供应链，并增强其作为英伟达领先供应商的地位。
Earlier this year, SK Hynix reported its first profitable quarter in five, attributing the turnaround to soaring demand for AI chips. The ongoing AI boom has put SK Hynix and Samsung in the spotlight as leading suppliers of AI graphics processing units and memory chips.
今年早些时候，SK Hynix首次实现五个季度以来的盈利，归因于对AI芯片的需求激增。正在进行的人工智能热潮使SK Hynix和三星成为AI图形处理单元和存储芯片的领先供应商。
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Image via SK Hynix
图像来自SK Hynix
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本报道使用Benzinga Neuro生成，并由Pooja Rajkumari编辑