三星电子股价飙至历史新高！报道：公司HBM4芯片拟大幅提价30%

华尔街见闻02-19 18:57

受人工智能内存供应紧张局势推动，三星电子股价周四飙升至历史新高。此前韩国媒体报道称，这家芯片制造商正就最新一代人工智能内存芯片HBM4展开价格谈判，报价较上一代产品高出最多30%。据韩国媒体《朝鲜日报》报道，三星计划将HBM4定价在每片约700美元，这一价格水平远高于竞争对手SK海力士去年8月为英伟达设定的500美元中段价格。这一定价策略凸显出AI内存市场的供需失衡正持续加剧。内存芯片短缺正在推动...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2612305409?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/91dab16b33effe5ffcc01a35b561c0e3","is_english":false,"pubTime":"2026-02-19 18:57","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2612305409","market":"nz","top_or_hot":-1,"title":"三星电子股价飙至历史新高！报道：公司HBM4芯片拟大幅提价30%","media":"华尔街见闻","content":"<div>\n<p>受人工智能内存供应紧张局势推动，三星电子股价周四飙升至历史新高。此前韩国媒体报道称，这家芯片制造商正就最新一代人工智能内存芯片HBM4展开价格谈判，报价较上一代产品高出最多30%。据韩国媒体《朝鲜日报》报道，三星计划将HBM4定价在每片约700美元，这一价格水平远高于竞争对手SK海力士去年8月为英伟达设定的500美元中段价格。这一定价策略凸显出AI内存市场的供需失衡正持续加剧。内存芯片短缺正在推动...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765873\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>三星电子股价飙至历史新高！报道：公司HBM4芯片拟大幅提价30%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n三星电子股价飙至历史新高！报道：公司HBM4芯片拟大幅提价30%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 18:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765873><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受人工智能内存供应紧张局势推动，三星电子股价周四飙升至历史新高。此前韩国媒体报道称，这家芯片制造商正就最新一代人工智能内存芯片HBM4展开价格谈判，报价较上一代产品高出最多30%。据韩国媒体《朝鲜日报》报道，三星计划将HBM4定价在每片约700美元，这一价格水平远高于竞争对手SK海力士去年8月为英伟达设定的500美元中段价格。这一定价策略凸显出AI内存市场的供需失衡正持续加剧。内存芯片短缺正在推动...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765873\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SSNLF","symbol_name":"三星电子","start_time":0,"source_url":"https://wallstreetcn.com/articles/3765873","article_id":"2612305409","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/91dab16b33effe5ffcc01a35b561c0e3"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765873","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2612305409","pubTimestamp":1771498654,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"据韩媒报道，三星正就新一代HBM4芯片展开价格谈判，报价较上代产品高出最多30%，达到约700美元。消息传出后，三星电子股价飙升至历史新高。机构认为，AI内存市场供给仍然紧张，三星在高端市场重获定价权。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SSNLF":"三星电子","BK4535":"淡马锡持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4543":"AI","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"translate_title":"Samsung Electronics' stock price soared to a record high! Report: The company plans to significantly increase the price of HBM4 chip by 30%","themeId":"8e0fce16cb7c7d864ebef30a0fd34164","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/aa0b8eaccc6d9221ba415ff0ec8aa15b","symbols_score_info":{"SSNLF":1.95},"content_text":"受人工智能内存供应紧张局势推动，三星电子股价周四飙升至历史新高。此前韩国媒体报道称，这家芯片制造商正就最新一代人工智能内存芯片HBM4展开价格谈判，报价较上一代产品高出最多30%。据韩国媒体《朝鲜日报》报道，三星计划将HBM4定价在每片约700美元，这一价格水平远高于竞争对手SK海力士去年8月为英伟达设定的500美元中段价格。这一定价策略凸显出AI内存市场的供需失衡正持续加剧。内存芯片短缺正在推动三星和SK海力士业绩增长，并助力韩国基准Kospi指数今年至今上涨32%，成为全球表现最佳的股市。三星股价周四在韩国交易所一度上涨5.4%，此前市场因三天假期休市。定价权重回三星手中三星电子HBM4高达700美元的报价引发市场广泛关注，机构普遍认为这反映出AI内存市场的持续紧张格局。Saxo Markets首席投资策略师Charu Chanana表示，三星HBM4的报价再次凸显了该行业的\"定价权\"。他表示：\"这表明AI内存市场仍然紧张，三星相信自己在高端市场重新获得了一些定价优势。\"彭博行业研究分析师Masahiro Wakasugi在研究报告中指出，700美元的价格意味着三星HBM4的营业利润率将达到50%至60%。报告称：\"如果三星向英伟达供应更多HBM芯片，2026年三星和SK海力士的平均售价差距将缩小，因为英伟达的价格应该高于其他客户。\"据《朝鲜日报》援引业内不具名人士称，SK海力士可能会跟进三星的更高定价，进一步强化行业价格上行趋势。三星在AI竞赛中奋起直追在AI竞赛初期落后于SK海力士后，三星正加速追赶。公司上周宣布，已开始量产HBM4芯片，并向客户出货商业产品。HBM4是专为人工智能应用设计的高性能内存芯片，对训练和运行大型AI模型至关重要。这一进展标志着三星在高带宽内存市场的竞争力正在恢复。内存芯片的持续短缺正在为三星和SK海力士等韩国芯片制造商创造有利的市场环境，使其能够在高端AI芯片市场维持强劲的定价能力。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2612305409","isCrawlerRequest":true}