Samsung Electronics dan SK Hynix: Analis Menilai Prospek Saham Chip Berbasis AI
Setelah Samsung Electronics dan SK Hynix melonjak 129% dan 191% tahun ini, analis melihat investasi AI sebagai soal bertahan hidup dan memperkirakan kekuatan berlanjut, meski momentum bisa melemah.
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Lonjakan tajam Samsung Electronics dan SK Hynix tahun ini membuat investor mempertanyakan berapa lama harus mempertahankan saham semikonduktor utama Korea Selatan tersebut. Dua perusahaan dengan kapitalisasi pasar terbesar pertama dan kedua di Kospi itu dilaporkan naik masing-masing 129% dan 191% sepanjang tahun ini. Kalangan analis telah mengajukan target harga hingga 500.000 won untuk Samsung Electronics dan 3,1 juta won untuk SK Hynix. Latar utamanya adalah perluasan investasi AI. Analis memandang investasi AI sebagai persoalan “bertahan hidup” bagi perusahaan dan menilai boom semikonduktor dapat berlanjut tahun depan. Namun, mereka juga memperingatkan bahwa momentum kenaikan bisa melemah setelah reli cepat. Sumber: mk.co.kr
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Key points
- Setelah Samsung Electronics dan SK Hynix melonjak 129% dan 191% tahun ini, analis melihat investasi AI sebagai soal bertahan hidup dan memperkirakan kekuatan berlanjut, meski momentum bisa melemah.
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This module may include affiliate links that earn a commission from qualifying purchases. 글로벌스톡펄스