출처: Seoul Economic Daily — "JPMorgan Raises Samsung, SK hynix Targets on Structural Memory Growth"

발행일: 2026-05-18

원문 URL: https://en.sedaily.com/finance/2026/05/18/jpmorgan-raises-samsung-sk-hynix-targets-on-structural

핵심 발췌 (저작권 안전 — 헤드라인 + 요약 인용)

• JPMorgan raised Samsung Electronics target to 480,000 KRW, SK hynix to 3,000,000 KRW. SK hynix rated Overweight.
• Cited "structural memory growth driven by artificial intelligence (AI) server investment" beyond cyclical patterns.
• Long-term agreements (LTAs) between cloud providers and memory manufacturers seen as transformational — valuation shifting from PBR to PER.
• Samsung: over 115 trillion KRW for special shareholder returns from Q4 2026. SK hynix: 240 trillion KRW FCF through dividends/buybacks 2025-2027.
• Key risks: labor strikes at Samsung, LTA delays, AI demand slowdown, oversupply.

※ 본 파일은 저작권 안전 패턴에 따라 헤드라인 및 핵심 발췌만 수록. 전문은 원문 URL 참조.