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SK海力士二季度业绩爆表,营收利润双创历史新高 | 财报见闻
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08:23","market":"sh","language":"zh","title":"SK海力士二季度业绩爆表,营收利润双创历史新高 | 财报见闻","url":"https://stock-news.laohu8.com/highlight/detail?id=2553229947","media":"华尔街见闻","summary":"作为英伟达等AI芯片巨头的核心供应商,SK海力士第二季度营收222.3万亿韩元(161.7亿美元),同比增长35%。同时营业利润92.1万亿韩元,同比暴涨69%,均创历史新高并超预期。","content":"<html><body><p>SK海力士刚刚交出了一份让市场瞠目结舌的二季度成绩单,其营收和营业利润不仅双双创下历史新高,更是轻松碾压了分析师的一致预期。</p>\n<p>7月24日韩国存储器巨头SK海力士发布二季度财报,第二季度营收达到222.3万亿韩元(161.7亿美元),不仅创下历史新高,更是轻松超越分析师预期的205.6万亿韩元:</p>\n<blockquote>\n<ul>\n<li><strong>财务表现</strong>:Q2营收222.3万亿韩元(161.7亿美元),同比增长35%;<strong>营业利润92.1万亿韩元,同比暴涨69%,均创历史新高并超预期。</strong></li>\n<li><strong>核心业务</strong>:凭借高带宽内存(HBM)技术领导地位,<strong>首次在全球DRAM市场份额上超越<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>,并在整体存储器市场与三星并驾齐驱。</strong></li>\n<li><strong>客户关系</strong>:作为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等AI芯片巨头的核心供应商,受益于AI服务器强劲需求,定价能力显著增强。</li>\n<li><strong>市场前景</strong>:公司预计2025年剩余时间需求大幅修正可能性较低,但面临三星和<a href=\"https://laohu8.com/S/MU\">美光</a>加速追赶的竞争压力。</li>\n</ul>\n</blockquote>\n<p>SK海力士凭借其技术前瞻性,牢牢占据了HBM市场的领导地位,成为了英伟达等AI巨头不可或缺的供应商。亮眼的二季度财报表明在当前这场由AI驱动的芯片军备竞赛中,手握核心武器的供应商,正在享受前所未有的超额利润。今年以来SK海力士韩国股价已经累计上涨57%。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/c0844831-fd12-47de-bb10-0eaf4705ef62.png\"/></p>\n<div>\n<h2>AI浪潮下的“卖铲人”</h2>\n</div>\n<p>当所有人都在关注英伟达的GPU如何颠覆世界时,SK海力士则成为了那个为“淘金者”提供最关键、最稀缺“铁铲”的人。</p>\n<p>SK海力士的高带宽内存(HBM)——这种专为AI服务器设计的DRAM技术,已成为公司重新洗牌全球存储器市场的秘密武器。</p>\n<p>HBM作为AI服务器中与GPU协同工作的关键组件,其性能直接决定了AI模型的训练和推理效率。而SK海力士凭借其技术前瞻性,牢牢占据了HBM市场的领导地位,成为了英伟达等AI巨头不可或缺的供应商。</p>\n<p>财报中提到的“持续的需求”和“有利的定价条件”,正是这种市场领导地位带来的直接红利。在HBM供不应求的背景下,SK海力士几乎掌握了全部的定价权。</p>\n<p>数据显示,<strong>SK海力士已在今年第一季度首次超越老对手三星,夺得全球DRAM市场领导地位</strong>。更值得注意的是,公司在第二季度已经与三星在整体存储器市场收入上平分秋色。</p>\n<div>\n<h2>领先优势能持续多久?</h2>\n</div>\n<p>市场对于SK海力士受益于AI早已有所预期,但真正的“预期差”在于其领先优势的持久性以及竞争格局的演变。</p>\n<p>财报电话会议和分析师观点揭示了关键信息:<strong>尽管三星和美光正在全力追赶,但业内普遍认为SK海力士的领先地位“将持续到2025年,并可能延伸至2026年”</strong>。</p>\n<p>分析认为这意味着,在未来至少18-24个月内,SK海力士很可能继续坐享由技术代差带来的高毛利窗口期。此外,公司在声明中表示:</p>\n<blockquote>\n<p>由于客户库存水平稳定以及新产品发布的预期需求,2025年剩余时间里需求出现大幅修正的可能性很低。</p>\n</blockquote>\n<p>从短期看,AI基础设施建设的热潮为SK海力士提供了难得的发展窗口期。公司在HBM领域建立的先发优势和技术壁垒,确实为其在激烈的市场竞争中占据了有利地位。</p>\n<p>但长期而言,投资者需要密切关注几个关键指标:<strong>HBM技术迭代速度、主要客户的需求稳定性、以及竞争对手的技术突破进展</strong>。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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\">\nSK海力士二季度业绩爆表,营收利润双创历史新高 | 财报见闻\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-24 08:23 北京时间 <a href=https://wallstreetcn.com/articles/3751763><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SK海力士刚刚交出了一份让市场瞠目结舌的二季度成绩单,其营收和营业利润不仅双双创下历史新高,更是轻松碾压了分析师的一致预期。\n7月24日韩国存储器巨头SK海力士发布二季度财报,第二季度营收达到222.3万亿韩元(161.7亿美元),不仅创下历史新高,更是轻松超越分析师预期的205.6万亿韩元:\n\n\n财务表现:Q2营收222.3万亿韩元(161.7亿美元),同比增长35%;营业利润92.1万亿韩元,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3751763\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","BK4532":"文艺复兴科技持仓","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","NVIW.SI":"NVDA 3xLongSG261006","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","BK4534":"瑞士信贷持仓","HBM":"HudBay Minerals Inc","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU0080751232.USD":"富达环球多元动力基金A","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","SNVD.UK":"LS -1X NVIDIA","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVD2.UK":"2X NVIDIA ETP","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVD3.UK":"LS 3X NVIDIA","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","NVDS.UK":"LS -1X NVIDIA","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3751763","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2553229947","content_text":"SK海力士刚刚交出了一份让市场瞠目结舌的二季度成绩单,其营收和营业利润不仅双双创下历史新高,更是轻松碾压了分析师的一致预期。\n7月24日韩国存储器巨头SK海力士发布二季度财报,第二季度营收达到222.3万亿韩元(161.7亿美元),不仅创下历史新高,更是轻松超越分析师预期的205.6万亿韩元:\n\n\n财务表现:Q2营收222.3万亿韩元(161.7亿美元),同比增长35%;营业利润92.1万亿韩元,同比暴涨69%,均创历史新高并超预期。\n核心业务:凭借高带宽内存(HBM)技术领导地位,首次在全球DRAM市场份额上超越三星,并在整体存储器市场与三星并驾齐驱。\n客户关系:作为英伟达等AI芯片巨头的核心供应商,受益于AI服务器强劲需求,定价能力显著增强。\n市场前景:公司预计2025年剩余时间需求大幅修正可能性较低,但面临三星和美光加速追赶的竞争压力。\n\n\nSK海力士凭借其技术前瞻性,牢牢占据了HBM市场的领导地位,成为了英伟达等AI巨头不可或缺的供应商。亮眼的二季度财报表明在当前这场由AI驱动的芯片军备竞赛中,手握核心武器的供应商,正在享受前所未有的超额利润。今年以来SK海力士韩国股价已经累计上涨57%。\n\n\nAI浪潮下的“卖铲人”\n\n当所有人都在关注英伟达的GPU如何颠覆世界时,SK海力士则成为了那个为“淘金者”提供最关键、最稀缺“铁铲”的人。\nSK海力士的高带宽内存(HBM)——这种专为AI服务器设计的DRAM技术,已成为公司重新洗牌全球存储器市场的秘密武器。\nHBM作为AI服务器中与GPU协同工作的关键组件,其性能直接决定了AI模型的训练和推理效率。而SK海力士凭借其技术前瞻性,牢牢占据了HBM市场的领导地位,成为了英伟达等AI巨头不可或缺的供应商。\n财报中提到的“持续的需求”和“有利的定价条件”,正是这种市场领导地位带来的直接红利。在HBM供不应求的背景下,SK海力士几乎掌握了全部的定价权。\n数据显示,SK海力士已在今年第一季度首次超越老对手三星,夺得全球DRAM市场领导地位。更值得注意的是,公司在第二季度已经与三星在整体存储器市场收入上平分秋色。\n\n领先优势能持续多久?\n\n市场对于SK海力士受益于AI早已有所预期,但真正的“预期差”在于其领先优势的持久性以及竞争格局的演变。\n财报电话会议和分析师观点揭示了关键信息:尽管三星和美光正在全力追赶,但业内普遍认为SK海力士的领先地位“将持续到2025年,并可能延伸至2026年”。\n分析认为这意味着,在未来至少18-24个月内,SK海力士很可能继续坐享由技术代差带来的高毛利窗口期。此外,公司在声明中表示:\n\n由于客户库存水平稳定以及新产品发布的预期需求,2025年剩余时间里需求出现大幅修正的可能性很低。\n\n从短期看,AI基础设施建设的热潮为SK海力士提供了难得的发展窗口期。公司在HBM领域建立的先发优势和技术壁垒,确实为其在激烈的市场竞争中占据了有利地位。\n但长期而言,投资者需要密切关注几个关键指标:HBM技术迭代速度、主要客户的需求稳定性、以及竞争对手的技术突破进展。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"HBM":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":340,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/460578747908936"}
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