美银称存储股估值已现周期底部特征 市场担忧过虑
【美银称存储股估值已现周期底部特征 市场担忧过虑】金色财经报道，美银在10月16日发布的研报中写道：“我们认为，在经历约三个半月的深度调整后，存储股的估值倍数已经见底。此次调整以SK海力士和三星电子为代表，两家公司股价较6月高点均已下跌超过50%。”Simon Woo等美银分析师表示，以2027至2028年的市场一致盈利预期计算，市盈率仅剩2至3倍。报告认为，市场对AI存储繁荣转向衰退的担忧过度，近期股价调整已在很大程度上脱离基本面。()
| 排名 | # | 交易平台 | 24H成交额 | 成交涨跌幅 | 活跃度 | 交易平台 | 活跃度 |
|---|---|---|---|---|---|---|---|
| 1 | $186.63亿 | -11.68% | 86.7% | 86.7% | |||
| 2 | $26.38亿 | 0.43% | 68.6% | 68.6% | |||
| 3 | $396.10亿 | -7.99% | 85.4% | 85.4% | |||
| 4 | $8.99亿 | -15.28% | 69.3% | 69.3% | |||
| 5 | $109.43亿 | -6.6% | 65.3% | 65.3% | |||
| 6 | $12.65亿 | -8.49% | 53.3% | 53.3% | |||
| 7 | $2.10亿 | 18.72% | 65.3% | 65.3% | |||
| 8 | $7.45亿 | -8.6% | 68.4% | 68.4% | |||
| 9 | $2.83亿 | -21.64% | 56.9% | 56.9% | |||
| 10 | $71.58亿 | 0.51% | 71.1% | 71.1% | |||
| 11 | $4.49亿 | 5.41% | 36.2% | 36.2% | |||
| 12 | $2,962.80万 | -18.54% | 59.5% | 59.5% | |||
| 13 | $214.05亿 | -0.43% | 31% | 31% | |||
| 14 | $112.05亿 | 1.29% | 76.2% | 76.2% | |||
| 15 | $1.43亿 | -9.27% | 66.9% | 66.9% | |||
| 16 | $108.82亿 | -12.58% | 55.2% | 55.2% | |||
| 17 | $11.98亿 | -6.56% | 26% | 26% | |||
| 18 | $16.59亿 | 27.48% | 46.9% | 46.9% | |||
| 19 | $1.12亿 | -10.77% | 31.5% | 31.5% | |||
| 20 | $1,637.90万 | -20.67% | 58.2% | 58.2% |
