반도체 Memory 더 상승 할 가능성 높다

<p><img class="-up-content -lazy-image" alt="" org-width="554" org-height="854" src="/img/transparent.gif" data="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/a4fee40825750e1bbb50dcd56cbddbe6_11623535724.webp"><br><img class="-up-content -lazy-image" alt="" org-width="554" org-height="854" src="/img/transparent.gif" data="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/afd43b7f50225c92366868ac9bcdba9a_11623535725.webp"><br><img class="-up-content -lazy-image" alt="" org-width="554" org-height="854" src="/img/transparent.gif" data="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/5275bc180cc52a806a26d992dc465e33_11623535727.webp"><br> </p><div class="up_content_video"><video autoplay="" muted="" loop="" playsinline="" webkit-playsinline="" controls="" data-file_type="mp4" 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data-file_type="mp4" poster="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/35211cf5d93c33ea7684567c4656ee31_11623535731_poster.jpg"><source type="video/mp4" src="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/35211cf5d93c33ea7684567c4656ee31_11623535731.mp4"></video><div class="video_footer" style="display:none;"> </div></div><div class="up_content_video"><video autoplay="" muted="" loop="" playsinline="" webkit-playsinline="" controls="" data-file_type="mp4" poster="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/ab680d7f4373358cdfa5bbf688cebc90_11623535734_poster.jpg"><source type="video/mp4" src="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/ab680d7f4373358cdfa5bbf688cebc90_11623535734.mp4"></video><div class="video_footer" style="display:none;"> </div></div><div class="up_content_video"><video autoplay="" muted="" loop="" playsinline="" 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loop="" playsinline="" webkit-playsinline="" controls="" data-file_type="mp4" poster="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/cd8599bd57000b20ff487356c404388b_11623535738_poster.jpg"><source type="video/mp4" src="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/cd8599bd57000b20ff487356c404388b_11623535738.mp4"></video><div class="video_footer" style="display:none;"> </div></div><div class="up_content_video"><video autoplay="" muted="" loop="" playsinline="" webkit-playsinline="" controls="" data-file_type="mp4" poster="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/0363da6cff57a9191b16872247bc317c_11623535739_poster.jpg"><source type="video/mp4" src="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/0363da6cff57a9191b16872247bc317c_11623535739.mp4"></video><div class="video_footer" style="display:none;"> </div></div><div class="up_content_video"><video autoplay="" muted="" loop="" playsinline="" webkit-playsinline="" controls="" data-file_type="mp4" poster="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/338fc6e17e0e2644744e40ebd75ab339_11623535740_poster.jpg"><source type="video/mp4" src="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/338fc6e17e0e2644744e40ebd75ab339_11623535740.mp4"></video><div class="video_footer" style="display:none;"> </div></div><div class="up_content_video"><video autoplay="" muted="" loop="" playsinline="" webkit-playsinline="" controls="" data-file_type="mp4" poster="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/f36d00f7bf183adf0b48ef8f59f93fe0_11623535741_poster.jpg"><source type="video/mp4" src="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/f36d00f7bf183adf0b48ef8f59f93fe0_11623535741.mp4"></video><div class="video_footer" style="display:none;"> </div></div><div class="up_content_video"><video autoplay="" muted="" loop="" playsinline="" webkit-playsinline="" controls="" data-file_type="mp4" poster="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/ab382e66c86d68783246e249269ca1c3_11623535744_poster.jpg"><source type="video/mp4" src="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/ab382e66c86d68783246e249269ca1c3_11623535744.mp4"></video><div class="video_footer" style="display:none;"> </div></div><p><img class="-up-content -lazy-image" alt="" org-width="400" org-height="399" src="/img/transparent.gif" data="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/2c3bd247fa97e712536681d5df24b97e_11623535746.jpg"><br><img class="-up-content -lazy-image" alt="" org-width="360" org-height="360" src="/img/transparent.gif" data="https://ncache.ilbe.com/files3/attach/new/20261012/377678/493414303/11623535692/18e4f2fbbe36b584260f3bd429d53034_11623535747.jpg"><br> </p><p> </p><p> </p><p>반도체 Memory 더 상승 할 가능성 높다</p><p> </p><p>Morgan Stanley, Goldman Sachs 에서 신호 줌</p><p>이젠 반도체 팔고</p><p>Hyper Scaler 매수하라고 유도중</p><p>즉, 떨어지면 기관이 매수 하려고 ㅋㅋㅋ</p><p> </p><p>반도체 아직 실적 든든하니 </p><p>삼성전자 하이닉스 절대 매도 ㄴㄴ</p><p> </p><p>삼성전자 분기영업이익 100조 세계1위 기업이다</p><p>부럽고 베알꼴려서 질투중 ㅋㅋㅋ 절대 매도 ㄴㄴ</p><p> </p><p> </p><p>삼하닉 더 무서운 이유</p><p> </p><p>현재 빅테크 M7 만 주문받고 있음. </p><p>그것도 M7이 경쟁적으로 먼저달라고 선입금주고 삼성 회의실에 가서 프리젠테이션 해야함. 우리한테 먼저 줘야하는 이유를...</p><p> </p><p>근데, 더웃낀건 다른 글로벌 대기업들이 왜 우리들은 기회조차 안주냐고 아우성임. 소니, 다이슨, 필립스 같은 굴지회사들은, 왜 우리는 차별하냐고, 반도체 우리는 왜 안주냐고, 국제 공정위같은곳에 고소한다고. 지금 반도체 때문에 난리났음.</p><p> </p><p>버블도 아님...</p><p>그건 고per 일때 얘기임. 삼하닉 아직 퍼 6임.</p><p> </p><p>글로벌빅테크 반도체설계기업(AI 칩 밸류체인)의 PER이 20~30배를 넘나드는 것에 비하면, 현재 국내 메모리 양사의 선행 PER 6배 대는 여전히 강력한 실적성장세(이익증가) 대비 주가가 저평가되어 있거나 향후 상승 여력이 남아있음을 시사하는 구간입니다.</p><p> </p><p>현재 선행 PER 6배는 글로벌 AI 관련주 대비 극단적 저평가 구간입니다. </p><p>타깃 PER(삼성 13배, 하이닉스 10배)까지 리레이팅이 진행될 경우 현재 주가 대비 여전히 상당한 업사이드가 남아 있다는 게 시장의 주된 시각입니다. </p><p> </p><p>목표주가 50만원/300만원</p><p> </p>

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반도체 Memory 더 상승 할 가능성 높다

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