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大A仙尊护道人
IP属地：江苏
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大A仙尊护道人
大A仙尊护道人
·
04-04 13:11
$Tema Space Innovators ETF(NASA)$
买入不是为了赚钱，而是支持人类的梦想
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大A仙尊护道人
大A仙尊护道人
·
04-03 20:44
我还没上车
存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和
智通财经APP获悉，受益于人工智能热潮推动的芯片价格飙升，三星电子第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。自2月28日伊朗战争爆发以来，三星的股价已下跌14%。尽管如此，受大型科技公司数千亿美元人工智能投资计划的提振，三星股价今年迄今仍上涨了50%。其他业务尽管三星的存储芯片部门将贡献其大部分利润，但其其他业务预计将面临困境。
存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和
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大A仙尊护道人
大A仙尊护道人
·
04-03 10:29
$长飞光纤光缆(06869)$
可以买吗宝贝
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大A仙尊护道人
大A仙尊护道人
·
04-02 14:25
$南方两倍做多海力士(07709)$
这么狠 v反了
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大A仙尊护道人
大A仙尊护道人
·
04-01
$南方两倍做多海力士(07709)$
不是，你开这么高，别人怎么买？
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大A仙尊护道人
大A仙尊护道人
·
04-01
$美光科技(MU)$
快点打到300吧，别磨叽了，狗庄我懂你
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大A仙尊护道人
大A仙尊护道人
·
03-31
$美光科技(MU)$
美光带崩整个纳指
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大A仙尊护道人
大A仙尊护道人
·
03-31
$美光科技(MU)$
指数涨一个点，为什么你还是红的？
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大A仙尊护道人
大A仙尊护道人
·
03-30
$NQ100指数主连 2606(NQmain)$
没用，看的是你鲍威尔的讲话吗。马上明天开战。四月攻势
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大A仙尊护道人
大A仙尊护道人
·
03-30
特朗普没一句实话，一老跟他谈个嘚儿，准备过两天地面部队开打，不懂现在还在抄底的人在想什么
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20:07","market":"hk","language":"zh","title":"存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和","url":"https://stock-news.laohu8.com/highlight/detail?id=2624765952","media":"智通财经","summary":"智通财经APP获悉，受益于人工智能热潮推动的芯片价格飙升，三星电子第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。自2月28日伊朗战争爆发以来，三星的股价已下跌14%。尽管如此，受大型科技公司数千亿美元人工智能投资计划的提振，三星股价今年迄今仍上涨了50%。其他业务尽管三星的存储芯片部门将贡献其大部分利润，但其其他业务预计将面临困境。","content":"<html><head></head><body><p>受益于人工智能热潮推动的芯片价格飙升，<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。LSEG的数据显示，分析师预测，受存储芯片“前所未有的超级周期”的提振，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>预计将于下周二公布营收增长50%，利润达到40.5万亿韩元(约合269亿美元)。</p><p>相比之下，去年这家全球最大的存储芯片制造商的营业利润为43.6万亿韩元。一些分析师甚至更为乐观，例如花旗预测营业利润将达到51万亿韩元。</p><p>“情况不能更好了，” Daol Investment & Securities 的分析师 Ko Yeongmin 表示，他指的是存储芯片市场的强劲势头。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d4362150dd1b1c6da68a38d092d75140\" tg-width=\"648\" tg-height=\"417\"/></p><p><strong>战争带来的不利影响</strong></p><p>尽管预期盈利将大幅增长，但投资者可能会更关注中东战争对三星增长势头的影响程度。然而，三星通常不会过多谈及业绩展望，直到本月晚些时候发布更详细的盈利分析报告。</p><p>战争推高了能源成本，并有可能扰乱关键生产材料的供应，这反过来可能迫使大型科技公司削减对人工智能数据中心的投资。此外，由于设备制造商提高了智能手机、电脑和其他产品的价格，抑制了消费者需求，DRAM(动态随机存取存储器)芯片的现货价格也出现了一些回落迹象。</p><p>这些担忧，以及<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)上个月发布的名为TurboQuant的内存节省技术，都导致了内存芯片股票的抛售潮。自2月28日伊朗战争爆发以来，三星的股价已下跌14%。尽管如此，受大型科技公司数千亿美元人工智能投资计划的提振，三星股价今年迄今仍上涨了50%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/474fb8686d6d909f4e2c633ed014fa9d\" tg-width=\"644\" tg-height=\"397\"/></p><p><strong>芯片仍然短缺</strong></p><p>一些专家对前景依然乐观，他们指出内存芯片严重短缺。半导体分销商Fusion Worldwide总裁Tobey Gonnerman表示：“过去三四周，我们看到内存芯片现货价格有所回落。但我们认为这只是暂时的。需求和积压订单依然强劲。”他补充说，内存芯片的生产需要很长时间才能满足总需求。</p><p>市场研究机构Trendforce也预计DRAM芯片的传统合约价格将继续飙升。第一季度DRAM芯片合约价格较上一季度翻了一番，预计4月至6月期间将上涨58%至63%。</p><p><a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>联席CEO全永铉(Young Hyun Jun)上个月告诉股东，该公司正在与主要客户合作，将合约期限延长至三至五年，以保护他们免受潜在需求波动的影响。</p><p><strong>其他业务</strong></p><p>尽管三星的存储芯片部门将贡献其大部分利润，但其其他业务预计将面临困境。分析师表示，三星的芯片代工业务(与<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)竞争)预计将持续亏损。不过，该部门近期与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)达成合作，将共同开发新型人工智能推理处理器，这为其带来了一定的提振。</p><p>据Kiwoom Securities预测，由于存储成本上涨和激烈的市场竞争，三星智能手机和液晶显示器部门第一季度的利润可能都将下滑近一半。此外，三星还可能面临工资成本上涨的挑战，因为其在韩国的工会已要求改革奖金制度，并威胁将于 5 月份举行罢工。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"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>存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和</title>\n<style 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}\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存储火爆、业绩炸裂！三星电子Q1营业利润或猛增六倍创新高，接近去年全年总和\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-03 20:07 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1425104.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受益于人工智能热潮推动的芯片价格飙升，三星电子第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。LSEG的数据显示，分析师预测，受存储芯片“前所未有的超级周期”的提振，三星预计将于下周二公布营收增长50%，利润达到40.5万亿韩元(约合269亿美元)。相比之下，去年这家全球最大的存储芯片制造商的营业利润为43.6万亿韩元。一些分析师甚至更为乐观，例如花旗预测营业利润将达到51...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425104.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1425104.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2624765952","content_text":"受益于人工智能热潮推动的芯片价格飙升，三星电子第一季度营业利润可能将增长六倍，创下季度新高，并接近其上一财年全年利润。LSEG的数据显示，分析师预测，受存储芯片“前所未有的超级周期”的提振，三星预计将于下周二公布营收增长50%，利润达到40.5万亿韩元(约合269亿美元)。相比之下，去年这家全球最大的存储芯片制造商的营业利润为43.6万亿韩元。一些分析师甚至更为乐观，例如花旗预测营业利润将达到51万亿韩元。“情况不能更好了，” Daol Investment & Securities 的分析师 Ko Yeongmin 表示，他指的是存储芯片市场的强劲势头。战争带来的不利影响尽管预期盈利将大幅增长，但投资者可能会更关注中东战争对三星增长势头的影响程度。然而，三星通常不会过多谈及业绩展望，直到本月晚些时候发布更详细的盈利分析报告。战争推高了能源成本，并有可能扰乱关键生产材料的供应，这反过来可能迫使大型科技公司削减对人工智能数据中心的投资。此外，由于设备制造商提高了智能手机、电脑和其他产品的价格，抑制了消费者需求，DRAM(动态随机存取存储器)芯片的现货价格也出现了一些回落迹象。这些担忧，以及谷歌(GOOGL.US)上个月发布的名为TurboQuant的内存节省技术，都导致了内存芯片股票的抛售潮。自2月28日伊朗战争爆发以来，三星的股价已下跌14%。尽管如此，受大型科技公司数千亿美元人工智能投资计划的提振，三星股价今年迄今仍上涨了50%。芯片仍然短缺一些专家对前景依然乐观，他们指出内存芯片严重短缺。半导体分销商Fusion Worldwide总裁Tobey Gonnerman表示：“过去三四周，我们看到内存芯片现货价格有所回落。但我们认为这只是暂时的。需求和积压订单依然强劲。”他补充说，内存芯片的生产需要很长时间才能满足总需求。市场研究机构Trendforce也预计DRAM芯片的传统合约价格将继续飙升。第一季度DRAM芯片合约价格较上一季度翻了一番，预计4月至6月期间将上涨58%至63%。三星电子联席CEO全永铉(Young Hyun Jun)上个月告诉股东，该公司正在与主要客户合作，将合约期限延长至三至五年，以保护他们免受潜在需求波动的影响。其他业务尽管三星的存储芯片部门将贡献其大部分利润，但其其他业务预计将面临困境。分析师表示，三星的芯片代工业务(与台积电(TSM.US)竞争)预计将持续亏损。不过，该部门近期与英伟达(NVDA.US)达成合作，将共同开发新型人工智能推理处理器，这为其带来了一定的提振。据Kiwoom Securities预测，由于存储成本上涨和激烈的市场竞争，三星智能手机和液晶显示器部门第一季度的利润可能都将下滑近一半。此外，三星还可能面临工资成本上涨的挑战，因为其在韩国的工会已要求改革奖金制度，并威胁将于 5 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