SK海力士(SKHY.US)周三公布财报受科技巨头加大AI数据中心投入、带动先进存储芯片需求强劲的影响公司第二季度营业利

智通财经07:07

SK海力士(SKHY.US)周三公布财报受科技巨头加大AI数据中心投入、带动先进存储芯片需求强劲的影响公司第二季度营业利润飙升557%至60.5万亿韩元（约合416.2亿美元）刷新历史纪录上年同期为9.2万亿韩元。然而这一数字低于市场预期的64万亿韩元主要因其高端存储芯片（HBM）占比较竞争对手更高反而未能充分受益于本轮常规存储芯片的强劲涨价周期。这加剧了人们对推动半导体行业发展的AI热潮可能正在放缓的担忧。SK海力士营收也未达预期财报显示其第二季度收入为79万亿韩元市场预期为84万亿韩元。受财报影响SK海力士在美股周二收跌9%后盘后一度再跌9%闪迪(SNDK.US)和美光科技(MU.US)也跟跌超4%抹去希捷科技(STX.US)财报带来的提振。

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