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三星电子2026年Q2利润暴增与芯片供应紧张预警
三星电子2026年第二季度营业利润同比增长1813.8%，达到89.49万亿韩元，创连续三季度新高。同时，公司预计芯片供应紧张将持续至2028年，并与全球数据中心巨头签订长期供应协议。
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韩国投资证券：三星长期存储芯片合同料将改善盈利前景
07-31
异动解读｜Roundhill Memory ETF夜盘上涨5.1%，三星电子Q2业绩超预期叠加存储供需紧缺预期提振板块
07-31
Samsung Reports Q2 Revenue of ₩171.5 Trillion And Operating Profit Of ₩89.5 Trillion, Driven By AI Memory Demand
07-31
异动解读｜Roundhill Memory ETF盘中上涨7.67%，三星电子Q2业绩超预期叠加存储供需紧缺预期提振板块
07-30
异动解读｜三倍做多半导体ETF-Direxion Daily盘中上涨17.81%，连续暴跌后超跌反弹叠加三星业绩超预期强化修复动能
07-30
异动解读｜Roundhill Memory ETF盘前上涨5.13%，三星电子Q2业绩超预期提振存储板块情绪
07-30
三星电子：与全球五大数据中心客户签署长期协议
07-30
Samsung Electronics Expects Chip Supply Shortage to Persist Until 2028
07-30
AI需求强劲推动二季度业绩创新高 三星电子预计全球存储芯片紧缺将持续至2028年
07-30
三星电话会：存储供不应求“明年比今年更紧张”，60-70%产能已分给长期协议，HBM4收入将占六成
07-30
三星预计芯片供应紧张将持续至2028年，与全球数据中心巨头签订长期供应协议
07-30
红绿跳跳糖
红绿跳跳糖
·
07-30
三星赚到手软：AI 存储撑起逆天业绩，股价却不太买账
三星刚刚出炉2026年二季度财报，单季销售额、营业利润双双刷新历史纪录，营业利润同比暴涨1814%，芯片部门几乎包揽全部利润，AI高带宽存储器（HBM）成为最大功臣。 公司预判HBM4三季度收入环比翻两倍，下半年该产品营收将占到HBM整体六成，迭代产品HBM4E计划于今年下半年送样头部客户（按年初规划推进）。财报超预期叠加韩国维稳政策，三星电子当日股价一度涨超4%，随后收窄，最终仅小幅收涨，未出现大幅拉涨。 业绩狂飙由AI算力需求托底，存储芯片行业上行周期已坐实，后续高端HBM产品会持续拉开企业盈利差距，产业景气度预计延续较长时间。 不过需要留意的是，行业景气不等于股价持续上行。截至7月底，三星股价已较6月高点回撤约四成。市场已提前交易了周期见顶的担忧。即便财报亮眼，资金在兑现预期后仍趋于谨慎。对于投资者而言，基本面扎实是长期基础，但短期股价波动受多重因素影响，不宜将景气度直接等同于买入信号。
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编组 21备份 2
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三星赚到手软：AI 存储撑起逆天业绩，股价却不太买账
红绿跳跳糖
红绿跳跳糖
·
07-30
三星赚到手软：AI 存储撑起逆天业绩，股价却不太买账
三星刚刚出炉2026年二季度财报，单季销售额、营业利润双双刷新历史纪录，营业利润同比暴涨1814%，芯片部门几乎包揽全部利润，AI高带宽存储器（HBM）成为最大功臣。 公司预判HBM4三季度收入环比翻两倍，下半年该产品营收将占到HBM整体六成，迭代产品HBM4E计划于今年下半年送样头部客户（按年初规划推进）。财报超预期叠加韩国维稳政策，三星电子当日股价一度涨超4%，随后收窄，最终仅小幅收涨，未出现大幅拉涨。 业绩狂飙由AI算力需求托底，存储芯片行业上行周期已坐实，后续高端HBM产品会持续拉开企业盈利差距，产业景气度预计延续较长时间。 不过需要留意的是，行业景气不等于股价持续上行。截至7月底，三星股价已较6月高点回撤约四成。市场已提前交易了周期见顶的担忧。即便财报亮眼，资金在兑现预期后仍趋于谨慎。对于投资者而言，基本面扎实是长期基础，但短期股价波动受多重因素影响，不宜将景气度直接等同于买入信号。
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编组 21备份 2
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三星赚到手软：AI 存储撑起逆天业绩，股价却不太买账
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公司预判HBM4三季度收入环比翻两倍，下半年该产品营收将占到HBM整体六成，迭代产品HBM4E计划于今年下半年送样头部客户（按年初规划推进）。财报超预期叠加韩国维稳政策，三星电子当日股价一度涨超4%，随后收窄，最终仅小幅收涨，未出现大幅拉涨。 业绩狂飙由AI算力需求托底，存储芯片行业上行周期已坐实，后续高端HBM产品会持续拉开企业盈利差距，产业景气度预计延续较长时间。 不过需要留意的是，行业景气不等于股价持续上行。截至7月底，三星股价已较6月高点回撤约四成。市场已提前交易了周期见顶的担忧。即便财报亮眼，资金在兑现预期后仍趋于谨慎。对于投资者而言，基本面扎实是长期基础，但短期股价波动受多重因素影响，不宜将景气度直接等同于买入信号。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591372473733280","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":591372473733280,"gmtCreate":1785404512270,"gmtModify":1785405365630,"author":{"id":"4238722309953140","authorId":"4238722309953140","name":"红绿跳跳糖","avatar":"https://static.tigerbbs.com/df27ae78ee1b8a5f44032ab13e65143e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4238722309953140","authorIdStr":"4238722309953140"},"themes":[],"title":"三星赚到手软：AI 存储撑起逆天业绩，股价却不太买账","htmlText":"三星刚刚出炉2026年二季度财报，单季销售额、营业利润双双刷新历史纪录，营业利润同比暴涨1814%，芯片部门几乎包揽全部利润，AI高带宽存储器（HBM）成为最大功臣。 公司预判HBM4三季度收入环比翻两倍，下半年该产品营收将占到HBM整体六成，迭代产品HBM4E计划于今年下半年送样头部客户（按年初规划推进）。财报超预期叠加韩国维稳政策，三星电子当日股价一度涨超4%，随后收窄，最终仅小幅收涨，未出现大幅拉涨。 业绩狂飙由AI算力需求托底，存储芯片行业上行周期已坐实，后续高端HBM产品会持续拉开企业盈利差距，产业景气度预计延续较长时间。 不过需要留意的是，行业景气不等于股价持续上行。截至7月底，三星股价已较6月高点回撤约四成。市场已提前交易了周期见顶的担忧。即便财报亮眼，资金在兑现预期后仍趋于谨慎。对于投资者而言，基本面扎实是长期基础，但短期股价波动受多重因素影响，不宜将景气度直接等同于买入信号。","listText":"三星刚刚出炉2026年二季度财报，单季销售额、营业利润双双刷新历史纪录，营业利润同比暴涨1814%，芯片部门几乎包揽全部利润，AI高带宽存储器（HBM）成为最大功臣。 公司预判HBM4三季度收入环比翻两倍，下半年该产品营收将占到HBM整体六成，迭代产品HBM4E计划于今年下半年送样头部客户（按年初规划推进）。财报超预期叠加韩国维稳政策，三星电子当日股价一度涨超4%，随后收窄，最终仅小幅收涨，未出现大幅拉涨。 业绩狂飙由AI算力需求托底，存储芯片行业上行周期已坐实，后续高端HBM产品会持续拉开企业盈利差距，产业景气度预计延续较长时间。 不过需要留意的是，行业景气不等于股价持续上行。截至7月底，三星股价已较6月高点回撤约四成。市场已提前交易了周期见顶的担忧。即便财报亮眼，资金在兑现预期后仍趋于谨慎。对于投资者而言，基本面扎实是长期基础，但短期股价波动受多重因素影响，不宜将景气度直接等同于买入信号。","text":"三星刚刚出炉2026年二季度财报，单季销售额、营业利润双双刷新历史纪录，营业利润同比暴涨1814%，芯片部门几乎包揽全部利润，AI高带宽存储器（HBM）成为最大功臣。 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