Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

華爾街頂級分析師改變了對這些知名公司的展望。如需查看所有分析師評級變化的完整情況，包括升級、降級和初始評級，請參閱我們的分析師評級頁面。

Deutsche Bank analyst David Hoang initiated coverage onKymera Therapeutics Inc(NASDAQ:KYMR) with a Hold rating and announced a price target of $120. Kymera Therapeutics shares closed at $105.25 on Wednesday. See how other analysts view this stock.

UBS analyst Nicolas Gaudois initiated coverage onSK Hynix Inc – ADR(NASDAQ:SKHY) with a Buy rating and announced a price target of $204. SK Hynix closed at $126.79 on Wednesday. See how other analysts view this stock.

Rodman & Renshaw analyst Michael G. King Jr. initiated coverage onActuate Therapeutics Inc(NASDAQ:ACTU) with a Buy rating and announced a price target of $6. Actuate Therapeutics shares closed at $1.08 on Wednesday. See how other analysts view this stock.

德意志銀行分析師David Hoang首次覆蓋Kymera Therapeutics Inc（納斯達克：KYMR），給予持有評級，並宣佈目標價為$120。Kymera Therapeutics股價周三收於$105.25。查看其他分析師對該股票的看法。

瑞銀分析師Nicolas Gaudois首次覆蓋SK Hynix Inc – ADR（納斯達克：SKHY），給予「買入」評級，並宣佈目標價為$204。SK Hynix周三收盤價為$126.79。查看其他分析師對該股票的看法。

Rodman & Renshaw分析師Michael G. King Jr首次覆蓋Actuate Therapeutics Inc（納斯達克：ACTU），給予買入評級，並宣佈目標價為$6。Actuate Therapeutics股價周三收於$1.08。查看其他分析師對該股票的看法。

Considering buying SKHY stock? Here's what analysts think:

考慮買入SKHY股票嗎？以下是分析師的看法：

Tech investorDan Nilessays the severe drop inSK Hynix Inc.(NASDAQ:SKHY) shares and the broader semiconductor sector represents a "short-term bottom" for artificial intelligence (AI) stocks, attributing the violent selloff to "forced liquidations" rather than a fundamental industry crash.

科技投資者Dan Niles表示，SK Hynix Inc.（納斯達克代碼：SKHY）股價及更廣泛的半導體類股的大幅下跌，代表了人工智慧（AI）股票的「短期底部」，並指出此次劇烈拋售源於「強制平倉」，而非行業基本面的崩潰。

The 'Speedbump' and 'Forced Liquidations'

Niles' comments follow SK Hynix's miss of second-quarter consensus for operating profit, alongside an 11% cut to its fiscal 2026 capital expenditure guidance.

Niles的評論緊隨SK Hynix第二季度營業利潤未達市場共識預期，以及其將2026財年資本支出指引下調11%之後發佈。

While acknowledging that the guidance cut gives ammunition to investors calling "THE TOP" of the AI cycle, Niles insists this is merely a near-term "speedbump."

儘管承認此次資本支出指引下調為那些宣稱AI周期已見「頂部」的投資者提供了論據，但Niles堅稱這僅是一個短期的「減速帶」。

He noted that recent market dynamics, driven by "forced liquidations and margin calls in both retail accounts and hedge funds," have helped form a "short-term bottom" and accelerate a "cleansing process with prime brokers not wanting another Archegos situation."

他指出，近期市場動態受到「散戶帳戶和避險基金中的強制平倉和追加按金通知」的推動，有助於形成「短期底部」，並加速了「清理過程，因為主經紀商不希望再出現另一個Archegos事件」。

Given a couple of my friends misunderstood my short tweet yesterday, let me clarify. My post on Hynix was to acknowledge a datapoint for those calling THE TOP of the AI cycle.
I believe it is important as an investor to not just focus on what is supportive of your investment...— Dan Niles (@DanielTNiles) July 30, 2026

鑑於幾位朋友誤解了我昨天那條簡短的推文，讓我澄清一下。我關於Hynix的帖子是為了承認一個數據點，供那些認為AI周期已達「頂部」的人蔘考。
我認為，作為一名投資者，不能只關注支援自己投資觀點的資訊……— Dan Niles (@DanielTNiles) 2026年7月30日

Read Also:Jim Cramer Slams 'SK Hijinx' as SKHY's Record Earnings Meet Brutal Stock Crash: 'We Will Rue the Day We Let This Monster Into Our Markets...'

另見：Jim Cramer抨擊「SK Hijinx」，稱SKHY創紀錄的盈利遭遇慘烈股價崩盤：「終有一日，我們會為放任這個怪物進入我們的市場而後悔……」

The recent semiconductor selloff has been brutal. Niles pointed out that while the S&P 500 dropped only 2.1% and the Nasdaq dropped 6.6% from their June 22 peaks, the SOX semiconductor index plummeted 28.6%.

近期半導體類股的拋售異常慘烈。Niles指出，雖然標普500指數從6月22日高點下跌了2.1%，納斯達克指數下跌了6.6%，但SOX半導體指數卻暴跌了28.6%。

Furthermore, the Morgan Stanley Momentum Index fell 38.0% and the Momentum TMT Index crashed 53.5%. He described the "ferocity of these moves" as historically unprecedented.

此外，摩根士丹利動量指數下跌了38.0%，而動量TMT指數暴跌53.5%。他形容這些走勢的「猛烈程度」在歷史上前所未有。

However, Niles remains strongly bullish on the underlying fundamentals. He contrasted today's market with the 1995 tech drawdown, where Windows 95 underperformed expectations andIntel Corp.(NASDAQ:INTC) was forced to write off $1 billion in inventory. Today, "there is no excess memory inventories on balance sheets," he stated.

然而，Niles仍對基本面持強烈看漲態度。他將當前市場與1995年的科技股回調進行對比，當時Windows 95表現不及預期，英特爾公司（納斯達克：INTC）被迫註銷了$10億的庫存。他表示，如今「資產負債表上沒有多餘的內存庫存」。

With the rise of Agentic AI, which requires massive computing power, Niles argues that while the top 1% of companies are minimizing tokens, the remaining 99% are still ramping up. Consequently, he predicts a "strong rally" for the sectors most impacted by this temporary pullback.

隨著需要大量計算能力的智能體AI（Agentic AI）興起，Niles認為，儘管前1%的公司正在減少算力使用，其餘99%的公司仍在加速投入。因此，他預測受此次短期回調影響最大的類股將出現「強勁反彈」。

At the last check, SK Hynix shares fell 4.79% in live Seoul trading. It was up 106.30% year-to-date, down by 49.32% over the last month and lower by 20.02% over the last five sessions.

截至最近一次檢查，SK Hynix股價在首爾實時交易中下跌了4.79%。今年以來上漲了106.30%，過去一個月下跌了49.32%，過去五個交易日下跌了20.02%。

Its U.S. ADR closed down 2.60% at $126.79 on Wednesday, and it was 2% lower in overnight trading. The ADR was 25.42% lower since its listing earlier in July.

其美國存託憑證（ADR）周三收跌2.60%，報$126.79，並在盤後交易中再跌2%。自7月初上市以來，該ADR已下跌25.42%。(Benzinga)

AsSK Hynix Inc's (NASDAQ:SKHY) blockbuster U.S. debut draws fresh attention to South Korean equities,Siebert Financial Corp.(NASDAQ:SIEB) CEOJohn J. Gebbiabelieves American investors are only scratching the surface.

隨著SK Hynix Inc（納斯達克：SKHY）在美國市場的亮眼 debut 引發了對韓國股市的新一輪關注，Siebert Financial Corp.（納斯達克：SIEB）首席執行長John J. Gebbia認為，美國投資者目前只是觸及了表面。

While AI memory has become the face of Korea's stock market for many U.S. investors, Gebbia says the next wave of opportunity could stretch across industries ranging from defense and batteries to digital platforms and power infrastructure as cross-border investing becomes easier.

儘管人工智慧記憶體器已成為許多美國投資者眼中韓國股市的代表，但Gebbia表示，隨著跨境投資變得更加便利，下一波機遇可能橫跨多個行業，包括國防、電池、數字平台和電力基礎設施。

In an exclusive email interview with Benzinga following Siebert's partnership withKakao Pay Securities, Gebbia said investor demand is likely to extend well beyond the country's semiconductor champions as the firms work toward launching tokenized cross-border investment products.

在Siebert與Kakao Pay Securities達成合作後，Gebbia在接受Benzinga獨家電子郵件採訪時表示，隨著兩家公司致力於推出代幣化的跨境投資產品，投資者的需求很可能遠遠超出韓國的半導體龍頭企業。

Asked which South Korean companies could see the strongest demand for 24-hour trading access, Gebbia declined to name specific stocks but highlighted several sectors he believes are well positioned to attract U.S. investor interest.

當被問及那些韓國公司可能最受24小時交易通道需求的青睞時，Gebbia拒絕點名具體股票，但強調了幾個他認為有望吸引美國投資者興趣的行業。

"We expect interest in companies tied to themes U.S. investors already follow, including mobility, AI and digital platforms, defense, battery production, power infrastructure, and healthcare," Gebbia said, adding that the comments were intended to illustrate the breadth of opportunity rather than serve as investment recommendations.

Gebbia表示：「我們預計，與美國投資者已經關注的主題相關的公司將受到歡迎，包括出行、人工智慧和數字平台、國防、電池生產、電力基礎設施以及醫療保健。」他補充稱，這些評論旨在說明機遇的廣泛性，而非構成投資建議。

While Gebbia declined to name specific companies, the themes he highlighted include some of South Korea's best-known corporates.

儘管Gebbia沒有點名具體公司，但他所強調的主題涵蓋了一些韓國最知名的大型企業。

AI and digital platforms could point investors toward names such asSamsung Electronics Co., Ltd.(OTC:SSNLF) ,NaverandKakao, while mobility includesHyundai MotorandKia.

人工智慧和數字平台可能引導投資者關注三星電子有限公司（OTC：SSNLF）、Naver和Kakao等公司，而出行領域則包括現代汽車和起亞。

Defense has been led by companies includingHanwha AerospaceandHyundai Rotem, battery production byLG Energy SolutionandSamsung SDI, power infrastructure byHD Hyundai ElectricandDoosan Enerbility, and healthcare bySamsung BiologicsandCelltrion.

國防領域由韓華航空航天和現代樂鐵等公司主導，電池生產由LG能源解決方案和三星SDI引領，電力基礎設施方面有HD現代電氣和斗山Enerbility，醫療保健領域則包括三星生物製劑和Celltrion。

Read Also:SK Hynix Still Owns a Piece of Japan's Hottest AI Stock After Bain's Exit

另見：在Bain退出後，SK Hynix仍持有日本最熱門AI股票的一部分股權

Gebbia also emphasized that tokenized securities are not intended to replace traditional listings such as SK Hynix's recently launched Nasdaq ADR. Instead, he sees them as expanding investor choice by potentially offering broader trading access and pricing that more closely reflects shares trading in South Korea.

Gebbia還強調，代幣化證券並非旨在取代傳統上市方式，例如SK Hynix最近推出的納斯達克ADR。他認為，代幣化證券的作用在於擴大投資者的選擇範圍，可能提供更廣泛的交易管道，並使價格更貼近韓國本土股票的交易價格。

"We do not see one format replacing the other," Gebbia said. "Investors will choose based on liquidity, pricing, currency exposure, and other factors attached to each product. Our goal is to give them that choice."

Gebbia表示：「我們並不認為其中一種形式會取代另一種。投資者將根據每種產品的流動性、定價、貨幣風險敞口及其他相關因素做出選擇。我們的目標是為他們提供這種選擇。」

For U.S. investors, that broader choice could eventually mean looking beyond familiar names like SK Hynix and Samsung. If tokenized cross-border investing gains traction, South Korea's next investment story may be driven not by a single AI memory champion, but by an entire ecosystem spanning defense, electrification, digital platforms and infrastructure.

對美國投資者而言，這種更廣泛的選擇最終可能意味著不再侷限於SK Hynix和Samsung等熟悉的名字。如果代幣化的跨境投資獲得市場認可，韓國下一個投資故事的驅動力或許不再是一家人工智慧記憶體領域的領軍企業，而是一個涵蓋國防、電氣化、數字平台和基礎設施的完整生態系統。 (Benzinga)

彙整鉅亨號中所有使用「SK Hynix (SKHY)」關鍵字，所發布的內容 (依照時間排序，最新在前，舊的在後)`

這位SK Hynix分析師以看漲觀點開啓覆蓋；以下是周四的三大新評級

SK Hynix股價大跌標誌著人工智慧股票因強制平倉而形成的「短期底部」，Dan Niles表示。

獨家：SK Hynix並非唯一機會。Siebert首席執行長認爲，未來還有更多韓國贏家