Nividia Supplier SK Hynix Shares Drop To Lowest Level Since February In Seoul After Morgan Stanley Downgrade: 'Memory Conditions Are Beginning To Deteriorate'
Nividia Supplier SK Hynix Shares Drop To Lowest Level Since February In Seoul After Morgan Stanley Downgrade: 'Memory Conditions Are Beginning To Deteriorate'
The stock hit its lowest level since Feb. 19 after falling as much as 10%. Meanwhile, NVIDIA Corp's (NASDAQ:NVDA) key supplier for high-bandwidth memory chips SK Hynix (OTC:HXSCF) declined over 6% on the South Korean exchange after Morgan Stanley downgraded the Korean memory chipmaker to underweight from overweight.
摩根士丹利將韓國存儲芯片製造商方面國際(HXSCF)的評級從超重調低到低股價下跌6%以上
What Happened: Morgan Stanley in a brokerage note slashed SK Hynix's target price to 120,000 won from 260,000 won, citing the least preference for the stock among global memory makers, reported Bloomberg on Thursday.
摩根士丹利在經紀報告中把方面國際的目標價從260000韓元下調至120000韓元，稱該公司是全球存儲製造商中最不受青睞的股票
"We prefer moving up to quality in Samsung and value-oriented end markets," wrote analysts Shawn Kim and Duan Liu. "Memory conditions are beginning to deteriorate. It will get tougher for revenue growth and margins from here as we move past late-cycle conditions."
"我們更偏向於把投資重點放在三星和終端市場的價值傾向上"，分析師Shawn Kim和Duan Liu寫道："存儲條件開始惡化，營收增長和利潤空間將變得更加困難"
The stock hit its lowest level since Feb. 19 after falling as much as 10%. Meanwhile, Samsung Electronics Co (OTC:SSNLF) saw a 3.1% decline among other semiconductor shares traded in Seoul.
股價下跌了10%後，該股回落至2月19日以來的最低點，同時首爾交易的其他半導體股中，三星電子(SSNLF)下跌了3.1%
Why It Matters: In July, Goldman Sachs Group Inc. increased SK Hynix's stock-price target to 290,000 won ($210), indicating a potential gain of 25%. Meanwhile, Citigroup Inc. raised its prediction to 350,000 won during the same period.
在7月份，高盛集團將方面國際的股價目標上調至290000韓元($210)，表示潛在增幅爲25%。與此同時，花旗集團也在同一時期將其預測上調至350000韓元
SK Hynix's parent company, SK Group, pledged to invest 80 trillion won ($56 billion) by 2026 in artificial intelligence and semiconductors, primarily in high-bandwidth memory 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.
方面國際的母公司韓國SK集團承諾到2026年在人工智能和半導體領域投資80萬億韓元($560億)，主要用於高帶寬存儲芯片、數據中心和個性化人工智能助手服務。這一舉措預計將加強其新興技術供應鏈，鞏固其作爲英偉達的主要供應商的地位
The ongoing AI boom has put two South Korean chipmakers, Samsung and SK Hynix, in the spotlight. Industry experts are now discussing which company is the better investment in this AI-driven market.
持續的人工智能熱潮使得韓國的兩家芯片製造商三星和方面國際成爲關注焦點。行業專家現在正在討論在這個人工智能驅動的市場中，哪家公司是更好的投資機會
Price Action: SK Hynix is currently trading at 151,800 won, with a decline of 6.76% on Thursday. The stock has gained 6.60% year-to-date, according to data from Benzinga Pro.
方面國際週四的股價爲151800韓元，下跌了6.76%。根據Benzinga Pro的數據，該股今年來累計上漲了6.60%
Image via SK Hynix
圖像來自SK Hynix
