尽管三星电子最近有所反弹，但今年以来股价仍下跌近 32%，原因是人们担心三星电子会错过人工智能热潮，最近又担心三星电子会成为唐纳德·特朗普贸易保护主义政策的牺牲品。一些交易员将周五的股价飙升归因于技术因素，因此涨势能否持续还有待观察。Samsung Electronics' stock price soared 8.6% on Friday, the best performance since January 2021, and the market generally believes that its stock price is beginning to show signs of being cheap.
The Zhitong Finance App learned that Samsung Electronics' stock price soared 8.6% on Friday, the best performance since January 2021. The market generally believes that its stock price is beginning to show signs of being cheap. As the world's largest manufacturer of memory chips and smartphones, Samsung Electronics ended five consecutive days of decline. However, despite the rebound, its stock price has fallen nearly 32% since this year due to concerns that Samsung Electronics will miss out on the AI boom and be affected by Trump's protectionist trade policies. Analysts said the rise was a technical rebound below 50,000 won, but it is uncertain whether the rally will continue. Some investors are cautious about the outlook, believing that lower valuations are reasonable given factors such as trade risks, technological catch-up, and a weak memory environment.
According to information, the stock price of the world's largest memory chip and smartphone maker surged 8.6% on Friday, ending five consecutive days of decline.
Despite a recent rebound, Samsung Electronics' stock price has fallen by nearly 32% since this year, due to fears that Samsung Electronics will miss the artificial intelligence boom and that Samsung Electronics will fall victim to Donald Trump's protectionist trade policies recently. Some traders attributed Friday's sharp rise in stock prices to technical factors, so it remains to be seen if the rally continues.
SK Kim, an analyst at Daiwa Securities, said that the rise in Samsung's stock price was a “technical rebound from less than 50,000 won (35.70 US dollars),” a move beneficial to investor sentiment. The stock price of the largest Korean company reached 53,800 won in afternoon trading. The 50,000 won mark is a key psychological support level for retail investors in the country.
According to data, the stock's trading price was discounted by more than 10% compared to the generally expected one-year future accounting book value.
Some investors remain wary about the outlook.
Speaking about high-bandwidth memory, Janus Henderson Group fund manager Sat Duhra said that considering trade risks around South Korea, HBM's catch-up (this will take time), and the weak memory environment, the lower valuation is reasonable. “There are better tech stocks to hold — most of them in Taiwan,” he added.
