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Setn
@setn.com · 1 hour

個股/南亞科跌了要撿? 新報告一次看

個股/南亞科跌了要撿? 新報告一次看
DRAM市場供需結構持續改善,南亞科(2408)受惠DDR4供給收縮、AI伺服器需求成長及產品組合升級,獲多家法人同步看好。其中一份報告維持「買進(Buy)」評等,目標價調升至545元;另一份則給予「強力買進」評等,目標價上看650元,顯示市場對南亞科未來數年獲利成長與價值重估抱持高度期待。 國際大廠參與私募深化合作:DDR4供給收縮掀漲價潮,法人喊上650元 法人指出,近...
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