SK海力士今日盘中股价大幅上涨5.01%，此前该股因二季度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，导致股价开盘后持续下跌。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，这有效缓解了市场对AI基础设施投资放缓的担忧。
此外，公司披露HBM4已于第二季度开始批量出货，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，带动股价盘中强势反弹。
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