https://x.com/layerggofficial/status/2036353704753070285?s=20
Nomura raises SK Hynix (000660) target price from โฉ1.56M (~$1,120) โ โฉ1.93M (~$1,390) (+24%)
โ Layergg (@layerggofficial) March 24, 2026
๐ Key takeaways:
- Recent geopolitical dip = buying opportunity
- AI capex cycle >> short-term oil cycle โ longer & more sustainable
- 2026/2027 OP estimates raised 36%/37% toโฆ
์๋ฐ ์ง๊ธ์ด๋ผ๋ ์ฌ์ผ๋๋
๊ตญ์ฅ๋ ํผ๋์ค๋ฌ์ด๋ฏ ์น๊ตฌ ๋กํ ์ฌ์๋ง์ -10%์ฐ์ด์
@ํ๋ผ์๋์ฅ ๊ฐ์น๋ถ๋ค์ด๊ฐ๋ค