Meet Kevin 对 $SMSN 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 1 条
2026-08-24看跌
Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate
三星的抛售是由对其股东回报计划的失望所驱动,该计划低于预期且偏重股息,可能表明管理层认为股价昂贵;盈利不及预期幅度较小,不足以证明下跌的合理性。

三星在韩国市场的跌幅一度达到那么大。

Samsung was down as much as it was in the Korean market.

所以今天很多人会关注内存板块,看看我们这边的定价最终会怎样。我确实认为,嗯,我们今天会做不少内存研究,但我认为很多人必须记住,市场往往是由预期驱动的,那么三星的情况是怎样的呢?

So a lot of people are going to be looking at the memory sector today to see what ends up happening uh with uh with our pricing over here. I uh I do think there are well I mean we'll go through a good bit of memory research here uh today but I think a lot of folks h have to remember that the market is often driven by expectations and so what what did we have with Samsung?

三星公布了他们所谓的股东回报计划。他们在周五收盘后公布了这一计划,该计划承诺返还约90到111万亿韩元,但这还不够市场满意。市场预期的是更大的回购和回报计划。所以看看这个,三星下跌了8.7%。

Samsung announced their quote unquote shareholder rep return plan. They announced it Friday after the market closed and it was a program that is promising like 90 to 111 trillion of of you know Korean dollars going back and that just wasn't enough for the market. The market was expecting a bigger buyback and bigger return plan than than they had in mind. So look at this. Samsung down 8.7%.