7月30日，SK海力士盘后下跌3.44%，报122.43美元/股，成交额9054.75万美元。此前该股在常规交易时段因财报电话会乐观指引一度反弹逾5%，但盘后再度回落。
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，双双创历史新高，但分别低于市场预期的64万亿和84万亿韩元，系本轮AI超级周期中首次miss共识。公司在财报会上强调AI投资未明显放缓，已与约10家客户签署长期协议，HBM价格谈判进展顺利，但市场对存储行业估值及AI投资持续性的担忧仍在发酵。费城半导体指数7月累计下跌近19%，半导体板块整体承压加剧了抛售情绪。
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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