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.
韓國芯片供應商SK Hynix的股票在過去一年裏飆升了90％以上，華爾街分析師預測會有進一步增長。
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.
最近一個月內，有19位分析師上調了他們對SK Hynix的預測，SK Hynix是英偉達公司（納斯達克：NVDA）的高帶寬存儲芯片的主要供應商之一。《彭博社》週五報道，上調預測的原因是人工智能的高潛能和本月盈利的積極預期。
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.
高盛集團有限公司（紐交所：GS）週二將其股票價格目標上調至每股290000韓元（210美元），預示着潛在收益將達到當天收盤價的25％。花旗集團公司（紐交所：C）上週將其預測上調至每股350000韓元，比當前股價高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.
據預計，SK Hynix的第二季度營業利潤將達到5萬億韓元，是六年來的最高點，這將延續其去年的扭虧局面，得益於存儲芯片價格和對AI應用中高端設備的需求的復甦。7月26日公佈的季度業績將揭示這一結果。
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，一些投資者擔心，由於SK Hynix現在以2.9倍的賬面價值交易，這是至少自2011年以來的最高點。
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.
這些預測出現在SK Hynix的母公司SK集團最近承諾在2026年前投資80萬億韓元（560億美元）用於人工智能和半導體，主要集中於高帶寬存儲（HBM）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的供應鏈，並增強其作爲英偉達領先供應商的地位。
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.
今年早些時候，SK Hynix首次實現五個季度以來的盈利，歸因於對AI芯片的需求激增。正在進行的人工智能熱潮使SK Hynix和三星成爲AI圖形處理單元和存儲芯片的領先供應商。
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Image via SK Hynix
圖像來自SK Hynix
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯
譯文內容由第三人軟體翻譯。