位置:中游情绪:利好参考度:10/10
随着AI热潮下存储产业超级周期愈演愈烈,周三,韩国存储大厂三星电子的市值突破1000万亿韩元(约合6880亿美元)这一重要关口,成为韩国首家达到这一里程碑的公司。据韩国交易所数据,三星电子周三盘中市值一度达到约1002万亿韩元,股价攀升至169400韩元,较前一交易日收盘价上涨1.13%。截至收盘,股价收于169100韩元,较前一交易日上涨0.96%,市值约为1001万亿韩元。
三星电子股价自去年10月27日突破10万韩元关口以来,便不断刷新纪录高位。全球对人工智能基础设施的投资热潮导致存储芯片需求大幅上升,成为三星电子股价上涨的核心推动力。继去年全年股价涨幅达125%之后,三星电子股价今年已累计上涨约41%,行业观察人士预计其未来业绩将保持稳健增长。
在高端高带宽内存(HBM)领域,三星电...
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