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tiger8888
07-20
别取消，他不午休，我还要午休呢
香港交易所考虑延长股票交易时间，取消午休时段
tiger8888
08-09
良心企业
韩媒：SK海力士拟推710亿美元股东回报方案，40%用于回购股票，相当于美股发行规模
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11:38","market":"nz","language":"zh","title":"韩媒：SK海力士拟推710亿美元股东回报方案，40%用于回购股票，相当于美股发行规模","url":"https://stock-news.laohu8.com/highlight/detail?id=2658679694","media":"华尔街见闻","summary":"SK海力士拟推出总额约100万亿韩元（约710亿美元）的史上最大股东回报计划，其中自股回购约40万亿韩元，规模约占总股本2%，与其为在美国发行ADR而增发新股的规模基本相当。公司同时将于三季度公布追加回报方案，强劲的HBM需求与盈利预期为大手笔回购提供支撑。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>正规划一项史上最大规模的股东回报计划，市场对这家全球最大高带宽内存供应商的资本回报预期显著升温。</p>\n<p>据韩国《韩国经济》稍早前报道，<strong>该公司拟推出总额约100万亿韩元（约710亿美元）的股东回报方案，其中自股回购约40万亿韩元，回购规模约占总股本2%出头，基本相当于美股发行规模。</strong></p>\n<p>若该方案最终落地，规模将远超公司去年约14.3万亿韩元的现金股息与自股注销合计规模，扩张幅度显著。</p>\n<div>\n<h2>回购规模对冲ADR稀释效应</h2>\n</div>\n<p><strong>本次自股回购约40万亿韩元，占公司总股本略超2%，与其为在美国发行存托凭证（ADR）而增发新股的规模（占总股本约2.5%）基本相当。</strong></p>\n<p>市场普遍将此次回购视为对股权稀释的实质性对冲。</p>\n<p>作为参照，SK海力士去年现金股息为2.1万亿韩元，自股注销12.2万亿韩元，两者合计约14.3万亿韩元，对应自股注销规模占总股本约2.1%。<strong>若此次百万亿韩元方案如期落地，将较去年规模实现数倍扩张。</strong></p>\n<div>\n<h2>季度股息落地，追加方案三季度明确</h2>\n</div>\n<p>在常规分红层面，SK海力士7日公告本季度每股现金股息375韩元，股息总额为2733亿韩元，按普通股股息率计算约为0.02%，基准日定为本月31日，公司将于基准日起一个月内完成派发。</p>\n<p>在追加回报安排上，公司在公告中明确表示"正在研究提升股东价值的追加股东回报方案，具体内容将于第三季度确定并公布"。</p>\n<p><strong>这一表态意味着原定年内公布的计划被提前至三季度，释放出较为积极的信号。</strong></p>\n<div>\n<h2>强劲盈利预期提供基本面支撑</h2>\n</div>\n<p>SK海力士推进大规模股东回报的底气，源于其在HBM市场的主导地位及随之而来的强劲盈利预期。</p>\n<p>据金融信息平台EpicAI预测，公司今年营收有望达到345.6万亿韩元，营业利润约266.4万亿韩元，分别较去年增长约256%和464%。</p>\n<p>公司管理层在上月二季度业绩电话会议上表示，下半年第六代HBM产品HBM4出货量将大幅提升，前沿通用DRAM出货量亦将增加，预计下半年整体出货量将高于上半年水平。这一表态为市场对超大规模股东回报方案的预期提供了基本面背书。</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\">\n韩媒：SK海力士拟推710亿美元股东回报方案，40%用于回购股票，相当于美股发行规模\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-09 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>正规划一项史上最大规模的股东回报计划，市场对这家全球最大高带宽内存供应商的资本回报预期显著升温。</p>\n<p>据韩国《韩国经济》稍早前报道，<strong>该公司拟推出总额约100万亿韩元（约710亿美元）的股东回报方案，其中自股回购约40万亿韩元，回购规模约占总股本2%出头，基本相当于美股发行规模。</strong></p>\n<p>若该方案最终落地，规模将远超公司去年约14.3万亿韩元的现金股息与自股注销合计规模，扩张幅度显著。</p>\n<div>\n<h2>回购规模对冲ADR稀释效应</h2>\n</div>\n<p><strong>本次自股回购约40万亿韩元，占公司总股本略超2%，与其为在美国发行存托凭证（ADR）而增发新股的规模（占总股本约2.5%）基本相当。</strong></p>\n<p>市场普遍将此次回购视为对股权稀释的实质性对冲。</p>\n<p>作为参照，SK海力士去年现金股息为2.1万亿韩元，自股注销12.2万亿韩元，两者合计约14.3万亿韩元，对应自股注销规模占总股本约2.1%。<strong>若此次百万亿韩元方案如期落地，将较去年规模实现数倍扩张。</strong></p>\n<div>\n<h2>季度股息落地，追加方案三季度明确</h2>\n</div>\n<p>在常规分红层面，SK海力士7日公告本季度每股现金股息375韩元，股息总额为2733亿韩元，按普通股股息率计算约为0.02%，基准日定为本月31日，公司将于基准日起一个月内完成派发。</p>\n<p>在追加回报安排上，公司在公告中明确表示"正在研究提升股东价值的追加股东回报方案，具体内容将于第三季度确定并公布"。</p>\n<p><strong>这一表态意味着原定年内公布的计划被提前至三季度，释放出较为积极的信号。</strong></p>\n<div>\n<h2>强劲盈利预期提供基本面支撑</h2>\n</div>\n<p>SK海力士推进大规模股东回报的底气，源于其在HBM市场的主导地位及随之而来的强劲盈利预期。</p>\n<p>据金融信息平台EpicAI预测，公司今年营收有望达到345.6万亿韩元，营业利润约266.4万亿韩元，分别较去年增长约256%和464%。</p>\n<p>公司管理层在上月二季度业绩电话会议上表示，下半年第六代HBM产品HBM4出货量将大幅提升，前沿通用DRAM出货量亦将增加，预计下半年整体出货量将高于上半年水平。这一表态为市场对超大规模股东回报方案的预期提供了基本面背书。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cfb8c611e56155b73c96f039a204f888","relate_stocks":{"PKW":"Invesco 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ETF-T-REX","EEMO":"Invesco S&P Emerging Markets Momentum ETF"},"source_url":"https://wallstreetcn.com/articles/3778998","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658679694","content_text":"SK海力士正规划一项史上最大规模的股东回报计划，市场对这家全球最大高带宽内存供应商的资本回报预期显著升温。\n据韩国《韩国经济》稍早前报道，该公司拟推出总额约100万亿韩元（约710亿美元）的股东回报方案，其中自股回购约40万亿韩元，回购规模约占总股本2%出头，基本相当于美股发行规模。\n若该方案最终落地，规模将远超公司去年约14.3万亿韩元的现金股息与自股注销合计规模，扩张幅度显著。\n\n回购规模对冲ADR稀释效应\n\n本次自股回购约40万亿韩元，占公司总股本略超2%，与其为在美国发行存托凭证（ADR）而增发新股的规模（占总股本约2.5%）基本相当。\n市场普遍将此次回购视为对股权稀释的实质性对冲。\n作为参照，SK海力士去年现金股息为2.1万亿韩元，自股注销12.2万亿韩元，两者合计约14.3万亿韩元，对应自股注销规模占总股本约2.1%。若此次百万亿韩元方案如期落地，将较去年规模实现数倍扩张。\n\n季度股息落地，追加方案三季度明确\n\n在常规分红层面，SK海力士7日公告本季度每股现金股息375韩元，股息总额为2733亿韩元，按普通股股息率计算约为0.02%，基准日定为本月31日，公司将于基准日起一个月内完成派发。\n在追加回报安排上，公司在公告中明确表示\"正在研究提升股东价值的追加股东回报方案，具体内容将于第三季度确定并公布\"。\n这一表态意味着原定年内公布的计划被提前至三季度，释放出较为积极的信号。\n\n强劲盈利预期提供基本面支撑\n\nSK海力士推进大规模股东回报的底气，源于其在HBM市场的主导地位及随之而来的强劲盈利预期。\n据金融信息平台EpicAI预测，公司今年营收有望达到345.6万亿韩元，营业利润约266.4万亿韩元，分别较去年增长约256%和464%。\n公司管理层在上月二季度业绩电话会议上表示，下半年第六代HBM产品HBM4出货量将大幅提升，前沿通用DRAM出货量亦将增加，预计下半年整体出货量将高于上半年水平。这一表态为市场对超大规模股东回报方案的预期提供了基本面背书。","news_type":1,"symbols_score_info":{"SKUU":0.6,"HYNX":0.6,"EEMO":1.5,"COWZ":1.5,"07709":0.6,"LGCF":1.5,"EDZ":1.5,"SYLD":1.5,"PKW":1.5,"LYLD":1.5,"SKHX":0.6,"TPFC":1.5,"SKHZ":0.6,"MYLD":1.5,"SKHY":1.5,"SKHU":0.6,"SKDD":0.6,"STXD":1.5,"LCOW":1.5,"DRAL":0.6,"DIVG":1.5,"SKHYV":0.6,"IDVY":1.5,"SHRY":1.5,"SK":0.6,"IPKW":1.5,"RAM":1.5}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587778388218008,"gmtCreate":1784532008535,"gmtModify":1784534196603,"author":{"id":"4244446195667582","authorId":"4244446195667582","name":"tiger8888","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4244446195667582","authorIdStr":"4244446195667582"},"themes":[],"title":"","htmlText":"别取消，他不午休，我还要午休呢","listText":"别取消，他不午休，我还要午休呢","text":"别取消，他不午休，我还要午休呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587778388218008","repostId":"2652298984","repostType":2,"repost":{"id":"2652298984","kind":"live","pubTimestamp":1784531466,"share":"https://www.laohunote.com/m/news/2652298984?lang=zh_CN&edition=full","pubTime":"2026-07-20 15:11","market":"hk","language":"zh","title":"香港交易所考虑延长股票交易时间，取消午休时段","url":"https://stock-news.laohu8.com/highlight/detail?id=2652298984","media":"格隆汇","summary":"据知情人士透露，港交所正研究延长股票交易时段，以进一步与全球主要市场接轨。其中一项方案包括将股票交易提前至上午9:00开市，并取消中午一小时午休；同时还考虑增设晚上8:00至午夜12:00的夜盘，以衔","content":"<html><head></head><body><p style=\"text-align: left;\">据知情人士透露，港交所正研究延长股票交易时段，以进一步与全球主要市场接轨。其中一项方案包括将股票交易提前至上午9:00开市，并取消中午一小时午休；同时还考虑增设晚上8:00至午夜12:00的夜盘，以衔接美股早盘，但下午4:00收市时间预计维持不变。</p><p style=\"text-align: left;\">知情人士称，夜盘初期或仅涵盖少数大型活跃股票，尤其是拥有美国存托凭证（ADR）的公司，以提升相关股票成交。同时，南向港股通是否同步延长交易时间仍在讨论。目前，南向港股通贡献约23%的港股成交额。</p><p style=\"text-align: left;\">不过，市场对夜盘反应不一。部分业内人士认为，由于香港交易成本较高，投资者仍可能更倾向通过美股期权进行风险对冲，夜盘成交未必理想。</p><p style=\"text-align: left;\">港交所回应称，优化交易时段仍处于非常早期的探索阶段，未来任何调整均需综合评估市场影响、征询持份者意见，并协调互联互通等安排。香港证监会表示，已与港交所展开初步讨论，评估延长交易时间可能带来的影响。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，港交所正研究延长股票交易时段，以进一步与全球主要市场接轨。其中一项方案包括将股票交易提前至上午9:00开市，并取消中午一小时午休；同时还考虑增设晚上8:00至午夜12:00的夜盘，以衔接美股早盘，但下午4:00收市时间预计维持不变。知情人士称，夜盘初期或仅涵盖少数大型活跃股票，尤其是拥有美国存托凭证（ADR）的公司，以提升相关股票成交。同时，南向港股通是否同步延长交易时间仍在讨论。...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/5a0d8d07bb7c07ed67df2bae10160584","relate_stocks":{"82800":"盈富基金-R","82828":"恒生中国企业-R","83115":"安硕恒生指数—R","HK0000107257.USD":"BEA UNION INVESTMENT ASIA PACIFIC MULTI INCOME \"A\" (USD) INC A","02800":"盈富基金","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","03423":"招商恒生科技","LU0261947096.USD":"FIDELITY FUNDS SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" 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href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，港交所正研究延长股票交易时段，以进一步与全球主要市场接轨。其中一项方案包括将股票交易提前至上午9:00开市，并取消中午一小时午休；同时还考虑增设晚上8:00至午夜12:00的夜盘，以衔接美股早盘，但下午4:00收市时间预计维持不变。知情人士称，夜盘初期或仅涵盖少数大型活跃股票，尤其是拥有美国存托凭证（ADR）的公司，以提升相关股票成交。同时，南向港股通是否同步延长交易时间仍在讨论。...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/5a0d8d07bb7c07ed67df2bae10160584","relate_stocks":{"82800":"盈富基金-R","82828":"恒生中国企业-R","83115":"安硕恒生指数—R","HK0000107257.USD":"BEA UNION INVESTMENT ASIA PACIFIC MULTI INCOME \"A\" (USD) INC A","02800":"盈富基金","LU1504937902.USD":"CT (LUX) I ASIAN EQUITY INCOME \"DUP\" (EUR) INC","03423":"招商恒生科技","LU0261947096.USD":"FIDELITY FUNDS SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" 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11:38","market":"nz","language":"zh","title":"韩媒：SK海力士拟推710亿美元股东回报方案，40%用于回购股票，相当于美股发行规模","url":"https://stock-news.laohu8.com/highlight/detail?id=2658679694","media":"华尔街见闻","summary":"SK海力士拟推出总额约100万亿韩元（约710亿美元）的史上最大股东回报计划，其中自股回购约40万亿韩元，规模约占总股本2%，与其为在美国发行ADR而增发新股的规模基本相当。公司同时将于三季度公布追加回报方案，强劲的HBM需求与盈利预期为大手笔回购提供支撑。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>正规划一项史上最大规模的股东回报计划，市场对这家全球最大高带宽内存供应商的资本回报预期显著升温。</p>\n<p>据韩国《韩国经济》稍早前报道，<strong>该公司拟推出总额约100万亿韩元（约710亿美元）的股东回报方案，其中自股回购约40万亿韩元，回购规模约占总股本2%出头，基本相当于美股发行规模。</strong></p>\n<p>若该方案最终落地，规模将远超公司去年约14.3万亿韩元的现金股息与自股注销合计规模，扩张幅度显著。</p>\n<div>\n<h2>回购规模对冲ADR稀释效应</h2>\n</div>\n<p><strong>本次自股回购约40万亿韩元，占公司总股本略超2%，与其为在美国发行存托凭证（ADR）而增发新股的规模（占总股本约2.5%）基本相当。</strong></p>\n<p>市场普遍将此次回购视为对股权稀释的实质性对冲。</p>\n<p>作为参照，SK海力士去年现金股息为2.1万亿韩元，自股注销12.2万亿韩元，两者合计约14.3万亿韩元，对应自股注销规模占总股本约2.1%。<strong>若此次百万亿韩元方案如期落地，将较去年规模实现数倍扩张。</strong></p>\n<div>\n<h2>季度股息落地，追加方案三季度明确</h2>\n</div>\n<p>在常规分红层面，SK海力士7日公告本季度每股现金股息375韩元，股息总额为2733亿韩元，按普通股股息率计算约为0.02%，基准日定为本月31日，公司将于基准日起一个月内完成派发。</p>\n<p>在追加回报安排上，公司在公告中明确表示"正在研究提升股东价值的追加股东回报方案，具体内容将于第三季度确定并公布"。</p>\n<p><strong>这一表态意味着原定年内公布的计划被提前至三季度，释放出较为积极的信号。</strong></p>\n<div>\n<h2>强劲盈利预期提供基本面支撑</h2>\n</div>\n<p>SK海力士推进大规模股东回报的底气，源于其在HBM市场的主导地位及随之而来的强劲盈利预期。</p>\n<p>据金融信息平台EpicAI预测，公司今年营收有望达到345.6万亿韩元，营业利润约266.4万亿韩元，分别较去年增长约256%和464%。</p>\n<p>公司管理层在上月二季度业绩电话会议上表示，下半年第六代HBM产品HBM4出货量将大幅提升，前沿通用DRAM出货量亦将增加，预计下半年整体出货量将高于上半年水平。这一表态为市场对超大规模股东回报方案的预期提供了基本面背书。</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\">\n韩媒：SK海力士拟推710亿美元股东回报方案，40%用于回购股票，相当于美股发行规模\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-09 11:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>正规划一项史上最大规模的股东回报计划，市场对这家全球最大高带宽内存供应商的资本回报预期显著升温。</p>\n<p>据韩国《韩国经济》稍早前报道，<strong>该公司拟推出总额约100万亿韩元（约710亿美元）的股东回报方案，其中自股回购约40万亿韩元，回购规模约占总股本2%出头，基本相当于美股发行规模。</strong></p>\n<p>若该方案最终落地，规模将远超公司去年约14.3万亿韩元的现金股息与自股注销合计规模，扩张幅度显著。</p>\n<div>\n<h2>回购规模对冲ADR稀释效应</h2>\n</div>\n<p><strong>本次自股回购约40万亿韩元，占公司总股本略超2%，与其为在美国发行存托凭证（ADR）而增发新股的规模（占总股本约2.5%）基本相当。</strong></p>\n<p>市场普遍将此次回购视为对股权稀释的实质性对冲。</p>\n<p>作为参照，SK海力士去年现金股息为2.1万亿韩元，自股注销12.2万亿韩元，两者合计约14.3万亿韩元，对应自股注销规模占总股本约2.1%。<strong>若此次百万亿韩元方案如期落地，将较去年规模实现数倍扩张。</strong></p>\n<div>\n<h2>季度股息落地，追加方案三季度明确</h2>\n</div>\n<p>在常规分红层面，SK海力士7日公告本季度每股现金股息375韩元，股息总额为2733亿韩元，按普通股股息率计算约为0.02%，基准日定为本月31日，公司将于基准日起一个月内完成派发。</p>\n<p>在追加回报安排上，公司在公告中明确表示"正在研究提升股东价值的追加股东回报方案，具体内容将于第三季度确定并公布"。</p>\n<p><strong>这一表态意味着原定年内公布的计划被提前至三季度，释放出较为积极的信号。</strong></p>\n<div>\n<h2>强劲盈利预期提供基本面支撑</h2>\n</div>\n<p>SK海力士推进大规模股东回报的底气，源于其在HBM市场的主导地位及随之而来的强劲盈利预期。</p>\n<p>据金融信息平台EpicAI预测，公司今年营收有望达到345.6万亿韩元，营业利润约266.4万亿韩元，分别较去年增长约256%和464%。</p>\n<p>公司管理层在上月二季度业绩电话会议上表示，下半年第六代HBM产品HBM4出货量将大幅提升，前沿通用DRAM出货量亦将增加，预计下半年整体出货量将高于上半年水平。这一表态为市场对超大规模股东回报方案的预期提供了基本面背书。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/cfb8c611e56155b73c96f039a204f888","relate_stocks":{"PKW":"Invesco 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ETF-T-REX","EEMO":"Invesco S&P Emerging Markets Momentum ETF"},"source_url":"https://wallstreetcn.com/articles/3778998","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2658679694","content_text":"SK海力士正规划一项史上最大规模的股东回报计划，市场对这家全球最大高带宽内存供应商的资本回报预期显著升温。\n据韩国《韩国经济》稍早前报道，该公司拟推出总额约100万亿韩元（约710亿美元）的股东回报方案，其中自股回购约40万亿韩元，回购规模约占总股本2%出头，基本相当于美股发行规模。\n若该方案最终落地，规模将远超公司去年约14.3万亿韩元的现金股息与自股注销合计规模，扩张幅度显著。\n\n回购规模对冲ADR稀释效应\n\n本次自股回购约40万亿韩元，占公司总股本略超2%，与其为在美国发行存托凭证（ADR）而增发新股的规模（占总股本约2.5%）基本相当。\n市场普遍将此次回购视为对股权稀释的实质性对冲。\n作为参照，SK海力士去年现金股息为2.1万亿韩元，自股注销12.2万亿韩元，两者合计约14.3万亿韩元，对应自股注销规模占总股本约2.1%。若此次百万亿韩元方案如期落地，将较去年规模实现数倍扩张。\n\n季度股息落地，追加方案三季度明确\n\n在常规分红层面，SK海力士7日公告本季度每股现金股息375韩元，股息总额为2733亿韩元，按普通股股息率计算约为0.02%，基准日定为本月31日，公司将于基准日起一个月内完成派发。\n在追加回报安排上，公司在公告中明确表示\"正在研究提升股东价值的追加股东回报方案，具体内容将于第三季度确定并公布\"。\n这一表态意味着原定年内公布的计划被提前至三季度，释放出较为积极的信号。\n\n强劲盈利预期提供基本面支撑\n\nSK海力士推进大规模股东回报的底气，源于其在HBM市场的主导地位及随之而来的强劲盈利预期。\n据金融信息平台EpicAI预测，公司今年营收有望达到345.6万亿韩元，营业利润约266.4万亿韩元，分别较去年增长约256%和464%。\n公司管理层在上月二季度业绩电话会议上表示，下半年第六代HBM产品HBM4出货量将大幅提升，前沿通用DRAM出货量亦将增加，预计下半年整体出货量将高于上半年水平。这一表态为市场对超大规模股东回报方案的预期提供了基本面背书。","news_type":1,"symbols_score_info":{"SKUU":0.6,"HYNX":0.6,"EEMO":1.5,"COWZ":1.5,"07709":0.6,"LGCF":1.5,"EDZ":1.5,"SYLD":1.5,"PKW":1.5,"LYLD":1.5,"SKHX":0.6,"TPFC":1.5,"SKHZ":0.6,"MYLD":1.5,"SKHY":1.5,"SKHU":0.6,"SKDD":0.6,"STXD":1.5,"LCOW":1.5,"DRAL":0.6,"DIVG":1.5,"SKHYV":0.6,"IDVY":1.5,"SHRY":1.5,"SK":0.6,"IPKW":1.5,"RAM":1.5}},"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
