SSNLF 全部观点

SSNLF 这一页 2 条观点条目,其中 0 条方向发生变化。

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InvestAnswers发布 2026-09-03
《IA13: Which Memory Stock To Buy? 🧠 SK Hynix vs Samsung vs Micron》
$SSNLF看涨
三星是内存领域的稳健第二选择,因其风险较低、业务多元化且财务状况强于同行。

三星排在第二,因为它的风险较低,而且作为一个组合,它的多元化程度很高。

Samsung is the second because it's less risky and it has a lot of diversification in it as a bag.

此外,三星是一个非常有趣的第二选择,因为它几乎和海力士一样便宜。同样的上涨空间,你知道,80%或100%的目标翻倍。而且资产负债表非常非常强劲,如果你能买到韩国版本,还会支付高额股息。

Also, Samsung is a very interesting second because it's almost as cheap as Hynix. Same upside, you know, 80% or 100% target doubling. And balance sheet, very very strong balance sheet, pays big dividend if you can buy the Korean version.

Meet Kevin发布 2026-08-24
《Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate》
$SSNLF未站边
三星的抛售相对于基本面而言过度,但疲弱的股东回报计划和选择分红而非回购表明管理层可能认为股价昂贵。

那么,三星发生了什么?三星的每股收益也未达预期。他们的营收差了大约四分之一个百分点。所以实际上非常微小。他们的每股收益差了1.77%。所以稍微多一点。这真的能证明9%的抛售是合理的吗?不能。但他们还公布了股东计划。

So, what happened with Samsung? So Samsung also missed on earnings per share. They missed on revenue by about a quarter of a percent. So very nominal actually there. They missed on earnings per share by 1.77%.

So a little bit more. Does that really justify a 9% sell-off? No. But they also had their shareholder plan that they revealed.

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