Micron Technology's upcoming quarterly earnings report on June 24th is seen as a crucial test for the sustainability of the semiconductor rally. Analysts anticipate significant year-over-year growth, but the market's high expectations mean that merely meeting earnings targets may not be enough to maintain stock momentum.
삼성전자와 SK하이닉스 등 한국 반도체 기업들이 신흥시장 기업들의 4년 만의 이익 반등을 이끌며 글로벌 강세장의 핵심 동력으로 부상하고 있다. MSCI 신흥시장 지수 편입 기업들의 가중 평균 주당순이익(EPS)이 4년 만에 처음으로 전망치를 상회했으며, 이는 AI 관련주를 넘어 더 넓은 업종으로 확산될 것으로 전망된다.
Shinhan Investment maintains a 'Overweight' rating on securities stocks, citing their potential for revaluation despite underperforming in the recent bull market. Increased trading volume and upcoming IPOs are expected to boost performance.
A report by Daol Investment & Securities suggests the South Korean stock market (KOSPI) could reach 10,000 points, drawing parallels to Taiwan's past bull run driven by individual investors' focus on ETFs. The analysis highlights similarities in market dynamics, with individual investors and ETF inflows supporting the index amidst foreign selling.
