三星电机昨日披露1.0722万亿韩元AI服务器MLCC合同后，今日被韩国高收益客户净买入

Samsung Electro-Mechanics (009150), Alteogen (196170) and Samsung C&T (028260) were the most-bought stocks on the morning of the 2nd among high-return investors trading through Mirae Asset Securities (006800).
Samsung Electro-Mechanics topped net purchases through 11 a.m. among clients ranked in the top 1% by investment returns over the past month, according to Mirae Asset Securities. The stock traded at 1,416,000 won, down 0.98% from the previous session. The decline came in a weak market, but analysts attributed the buying interest to a large multilayer ceramic capacitor (MLCC) supply contract announced the previous day.
Samsung Electro-Mechanics disclosed a day earlier that it had signed a long-term agreement (LTA) worth 1.0722 trillion won ($740 million) to supply MLCCs for artificial intelligence servers to a global AI chipmaker. The company did not identify the buyer. The contract is equivalent to 9.5% of the company's revenue last year. MLCCs are core components that regulate the steady flow of electric current in electronic circuits, and demand for high-capacity, high-performance versions has been growing rapidly as the AI server market expands.
Analysts said the contract has raised expectations that Samsung Electro-Mechanics will secure an early lead in the high-end MLCC market for AI servers. AI servers carry more MLCCs than conventional servers and use a higher proportion of premium products, positioning the company to benefit from market growth. With the contract approaching 1 trillion won, expectations for expanding related revenue could also support the share price, according to analysts.
Alteogen ranked second in net purchases, trading at 308,500 won as of 11 a.m., up 2.49% from the previous session. Samsung C&T, third in net purchases, traded at 378,500 won, down 3.07%. SK Square (402340), Hyundai Motor (005380), Hyundai Mobis (012330), Shinsegae (004170), DI Corp. and Doosan Enerbility (034020) also ranked among the top net purchases. DI Corp. drew buying from the top traders even as it surged more than 15%.
The most-sold stocks were Samsung Electronics (005930), SK hynix (000660) and Shinhan Financial Group (055550). Samsung Electronics and SK hynix each fell about 3%, with the top traders placing both large-cap chipmakers high on the net-selling list. In the previous session, the leading net purchases were Samsung Electronics, LG Innotek (011070) and Sunny Electronics (004770), while the leading net sales were SK hynix, Samsung Electro-Mechanics and Alteogen.
Mirae Asset Securities compiles the trades of clients ranked in the top 1% by returns over the past month and publishes the data on its mobile trading system on a real-time, previous-day and five-day basis. The statistics are provided as information only, are unrelated to the firm's views, and do not guarantee investments or returns suited to any individual investor. Theme stocks may also be subject to abnormal price swings and warrant caution.