<p>김경민 하나금융투자 수석연구위원은 'SK하이닉스는 D램 가격 변동성 완화와 완상품 재고 비중 감소 배경에 따른 최대 수혜주'라며 '내년에 정보센터, 클라우드, 메타오토바이 관련 설비 투자가 증가하면서 서버용 D램이 실적 발달을 이끌 것'이라고 평가했다.</p>
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<p>메모리 반도체에 ‘가을(큰 하락기)이 올 것이란 모건스탠리의 지난 10월 전망이 틀어진 것일까. 내년 상반기 메모리 반도체 경기가 상승세로 전환할 것이란 예상이 최근 이어지고 있을 것이다. 메모리 반도체를 전념으로 하는 삼성전자와 하이닉스 주가도 이를 반영해 이달 들어 상승세다.</p>
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