Goldman Sachs Sell-side卖方

The 720 Samsung Elec, SMIC, Shengyi Tech, Wiwynn, Japan Banks, Sumitomo Electric, Food & Life, India IT Services, China Matt...

Sep 21, 20269 pages页

From the report报告摘录Samsung Electronics: Tight memory supply-demand and HBM demand drive 2027 growth; capacity constraints offset near-term margin headwinds despite buy rating with W490,000 TP - SMIC: China’s AI demand fuels 2H26 revenue…

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