Morgan Stanley raised the target price of SK Hynix from 730,000 won to 840,000 won, maintaining an “increase” rating. Damo believes that despite the good performance of SK Hynix's stock price, it is recommended to continue to hold this stock and wait until the market has reasonable reasons before making portfolio adjustments. Damo pointed out that the prices of commercial memory and high-bandwidth memory will face a steeper upward curve, which makes SK Hynix fundamentally more attractive, and the company is on a track to significantly increase profitability. The current stock price only reflects 4 times the peak profit, which is thought to mean that the value of HBM's business has not been fully reflected. Damo mentioned that as technology moves from models to systems, AI models still have huge room for growth by improving computational power and efficiency. It is expected that SK Hynix will continue to lead the expansion of memory technology to meet future AI needs.

Morgan Stanley raised the target price of SK Hynix from 730,000 won to 840,000 won, maintaining an “increase” rating. Damo believes that despite the good performance of SK Hynix's stock price, it is recommended to continue to hold this stock and wait until the market has reasonable reasons before making portfolio adjustments. Damo pointed out that the prices of commercial memory and high-bandwidth memory will face a steeper upward curve, which makes SK Hynix fundamentally more attractive, and the company is on a track to significantly increase profitability. The current stock price only reflects 4 times the peak profit, which is thought to mean that the value of HBM's business has not been fully reflected. Damo mentioned that as technology moves from models to systems, AI models still have huge room for growth by improving computational power and efficiency. It is expected that SK Hynix will continue to lead the expansion of memory technology to meet future AI needs.