7月29日，SK海力士盘前下跌3.99%，报127.99美元/股，成交额8539.99万美元。
消息面上，公司发布第二季度财报，营业利润同比增长557%至60.54万亿韩元，营收增长257%至79.32万亿韩元，均创历史新高，但分别不及市场预期的64万亿和84万亿韩元。这是本轮AI超级周期中公司首次miss共识。韩国本土股价盘中暴跌逾17%，创最大单日跌幅纪录。
公司约50%收入被长期协议锁定，现货价格上涨时ASP弹性受限。管理层强调AI投资并未放缓，已与约10家客户签署约5年期长协，HBM4已于二季度开始出货并将在下半年加速放量。未来资产证券将目标价下调33%，里昂则维持看多评级。
SK海力士是全球最大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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