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| HSI1 | 26,347.91 | 0.00 | -- |
| HSCEI1 | 8,882.37 | 0.00 | -- |
| Back Zoom + Zoom - Block Traded | |
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2026-05-12 13:31:52 Citi issued a report expecting global memory pricing to continue rising in 2H2026, driven by: (1) Anthropic raising the maximum input/output token limits and doubling Claude Code rate caps, accelerating token demand growth; (2) adoption of SoCAMM2 supporting resilient mobile DRAM pricing; and (3) average selling prices of HBM projected to increase 30% QoQ in 4Q2026. The bank forecasts that the 2026 average selling price growth for DRAM and NAND will exceed expectations, rising 200% YoY and 186% YoY, respectively (previously projected at 190% YoY and 172% YoY). As a result, Citi has placed Samsung Electronics (005930.KS) on a 90-day positive catalyst watch and sharply raised its TP from KRW300,000 to KRW460,000. The Buy rating is reiterated. (da/j)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |