[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio879aaed7":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio879aaed7","SK海力士(SKHY)盘后上演“V型反转”：Q2营业盈利暴增557%仍不及预期-携英伟达签5000亿美元大单-HBM4量产提速捍卫AI霸主地位","\u002Fdoc\u002Fdcio879aaed7","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，周三早间，SK海力士(SKHY)公布2026年第二季度业绩。财报显示，该公司Q2营收达到创纪录的79.32万亿韩元(545.5亿美元)，环比增长51%，同比增长257%，但不及市场预期的84万亿韩元;营业利润也达到创纪录的60.54万亿韩元，环比增长61%，同比激增557%，仍不及市场预期的64万亿韩元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">得益于一笔一次性投资收益，SK海力士Q2净利润同比暴涨1242%，达到93.92万亿韩元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得关注的是，SK海力士二季度营业利润率达到76%，高于一季度的72%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士在财报中表示，AI需求持续旺盛，高附加值产品热销驱动季度业绩创历史新高;上半年累计营收首次突破100万亿韩元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">财报公布后，SK海力士美股盘后一度下跌5%，随后修复走势，逆势转涨1.7%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士年度开支剑指40万亿韩元 存储双雄扩产竞赛加剧供应过剩忧虑\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士周三披露，今年资本开支规模预计将达到40万亿韩元(约合275亿美元)区间高位，这将加剧其与三星电子争夺AI投资热潮红利的竞争。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士超越三星，在炙手可热的AI 高带宽内存芯片赛道占据领先地位。但自6月以来，其市值已蒸发超过5000亿美元，原因是投资者开始质疑行业高额支出能否支撑如此高的估值。科技公司不断攀升的债务水平也令投资者忧心忡忡。SK海力士等公司不断增长的杠杆率加剧了韩国股市的波动，在一个月左右的时间里，该公司市值蒸发了约45%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">eToro 亚太及中东首席分析师乔希・吉尔伯特表示“作为英伟达的高带宽内存芯片主要供应商，AI蓬勃发展会直接影响SK海力士的利润。这意味着市场不太可能只关注表面数据。更重要的问题是，利润率和业绩指引能否支撑其近期的股价表现。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">投资者担心芯片成本飙升可能引发更广泛的经济放缓电子产品售价随之抬升，倒逼电脑、智能手机等终端厂商减产。包括 Mirae Asset Securities 在内的多家券商近几周下调了SK海力士第二季度的盈利预期，理由是芯片平均售价涨势放缓。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">存储芯片厂商则反驳称，长期来看芯片需求仍将大于供给。厂商表示，云服务商等下游客户持续加大存储芯片采购订单，同步拉动出货量与盈利空间。SK海力士首席执行官郭鲁正本月早些时候表示，目前困扰计算机、汽车和设备制造商的严重内存芯片短缺问题可能会持续到2030年以后。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士与三星和美光科技共同主导着全球内存供应。近年来，这三家公司不断将生产重心转向用于英伟达AI加速器的高带宽内存，导致传统内存供应趋紧。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士周三表示，已与约10家客户签订了多年期合同。上周，SK集团与英伟达签署了一项合作协议，双方称该协议涵盖的各项交易总价值可能超过5000亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">英伟达首席执行官黄仁勋表示，这一数字包括英伟达购买内存芯片以及超级计算机的支出。他称“双方未来合作交易总额将达到5000亿美元。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士是HBM4的关键供应商之一，HBM4是目前最先进的高带宽内存，也是英伟达新款Vera Rubin AI芯片的关键组件。SK海力士上个月表示，已向主要客户交付了下一代HBM4E样品，而此前一个月，三星宣布将在竞争激烈的市场中抢占先机。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">SK海力士周三表示，已于第二季度开始批量出货HBM4，并将于下半年逐步提高产量。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]