【SK海力士营业利润未达预期 资本支出料至少在310亿美元】SK海力士第二财季营业利润增长557%，但仍不及预期。该公司今年资本支出至少在310亿美元，而市场对人工智能产能过度投资的担忧在日益升温。该公司预计资本投资将增长约50%，至少达到45万亿韩元。受全球存储芯片供应持续紧张推动，SK海力士向苹果和任天堂等客户提价，其6月当季利润率超过80%并创下高位。不过，SK海力士股价周三在首尔下跌11%，既反映出市场对人工智能产业核心企业抱有极高预期，也体现出投资者愈发担心Meta Platforms Inc.等大型科技公司建设的数据中心规模可能超过实际需求。韩国股市基准指数KOSPI连续第二日下跌。
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