7月29日，SK海力士盘中上涨3.14%，报134.298美元/股，成交额26.64亿美元。此前该股因Q2业绩不及预期一度大幅下挫，随后在财报电话会乐观指引推动下上演V型反转。
消息面上，SK海力士第二季度营业利润同比增长557%至60.5万亿韩元，营收增长257%至79.3万亿韩元，两项指标均创历史新高但低于市场预期。然而公司在电话会上强调AI投资并未放缓，主要云厂商仍在提出更多存储芯片供应需求，并表示已与约10家客户签署长期协议。此外，公司披露第二季度已开始批量出货HBM4，下半年将逐步扩大产能，同时与主要客户就明年HBM价格谈判进展顺利，市场情绪由此修复。
SK海力士公司成立于1949年，是全球最大的存储半导体公司之一，从事先进存储半导体的设计、制造和销售，产品广泛应用于数据中心服务器、AI加速卡及消费电子等领域。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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