高盛-全球科技行业:半导体存储板块:DRAMNANDHBM高景气周期延长,将扩张存储估值倍数;上调三星海力士目标价、维持买入评级,将铠侠评级上调至买入-Higher for longer DRAMNANDHBM cycles to expand memory valuation multiples;Raise TPs for SamsungHynix and reiterate B-20260531【41页】

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