AiCoin
AiCoin|7月 07, 2026 07:51
[Morgan Stanley Says Storage Faces Short-Term Pressure, Expects Profit Growth by 2027] According to Trend Research, Morgan Stanley pointed out that storage is nearing the peak of price and profit corrections. While short-term stock prices are under pressure, the AI-driven bull market trend remains unchanged. It is expected that industry profits will grow by 35% to 40% by 2027. Morgan Stanley recommends seeking opportunities in DRAM and traditional storage while avoiding module manufacturers. Samsung Electronics' second-quarter operating profit is estimated at approximately 85 trillion KRW, and SK Hynix at around 65 trillion KRW, both in line with market expectations.
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