Goldman Sachs Raises HBM Price Target, Boosting Samsung and Hynix Stocks by 3% in 1 Hour; Whale Opens $3.9 Million Long Position for Short Period

BlockBeats News, June 30th, according to Hyperinsight monitoring, Hyperliquid showed that SKHX (SK Hynix) surged by 3.5% in one hour with a daily trading volume of $340 million; SMSN (Samsung Electronics) rose by 2.7% during the same period.

Today, Goldman Sachs, in its latest June DRAM sentiment survey, significantly raised Samsung's 2027 HBM price increase expectation from +14% to +44%; meanwhile, South Korea's May DRAM exports surged by 370% year-on-year, hitting a new record high. The market may interpret this as a sign of continued strong AI storage demand, tightening HBM supply and demand, and improved profit expectations for memory manufacturers. In addition, following South Korea's recent announcement of a semiconductor investment and industry ecosystem construction plan totaling around 80 trillion Korean won, relevant Korean sectors strengthened in the afternoon.

At this point, a whale on Hyperliquid went long on 2196 SKHX contracts with 3x leverage, worth approximately $3.9 million, with an average price of $1,752, and a liquidation price of $1,225, making them the largest single-day holder of this asset.