东方证券-IT行业－08年奥运会是韩中IT行业升级的契机

2007.10         14页

 

 

* Big Picture.....................................................................................................
1. DRAM行业上半年Review及Implication.....................................................................
2. DRAM行业供需展望..........................................................................................
3. NAND行业焦点.................................................................................................
4. 2008年内存半导体市场展望.................................................................................
5. 半导体行业投资策略..........................................................................................
6. Top Picks......................................................................................................
海力士/ 买入/ TP 48,000韩元.............................................................................
三星电子/ 买入/ TP 790,000韩元.........................................................................
7. 结论.............................................................................................................