🚨 2026 US Stock Market Halftime Live Broadcast Coming Soon!
Bitget2026/06/26 07:25
Live Link 👉• Recent US stock market trends overview + core influencing factors• Technical + fundamental practical analysis techniques• Current opportunities and risk control for AI/semiconductors, etc.• Practical suggestions + recommended focus areas
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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Morgan Stanley's "Memory Grim Reaper" Shawn Kim Issues Another Warning! The Real Bombshell Is the "2028 Earnings Cliff," Comprehensive Target Price Cuts for Memory Stocks
Shawn Kim has significantly lowered target prices for memory stocks, cutting SK Hynix's target price by 38% and Samsung Electronics' by 19%. He warns that the industry could face a "profit cliff" in 2028: new production capacity coming online at the end of 2027, data center construction delays, narrowing HBM premiums, and a roughly 20% drop in NAND spot prices over the past two weeks. With these four pressures combined, he has substantially reduced his long-term DRAM profit margin assumptions for both companies, bringing them closer to historical averages.
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