SK海力士第三季度营业利润可能低于此前预期，但仍有望连续第二个季度刷新历史纪录。
DS Investment & Securities分析师Lee Su-rim最新预计，SK海力士7月至9月季度营业利润约为70万亿韩元，低于此前预测的约78万亿韩元，主要由于韩元走强可能对公司业绩形成汇率压力。
尽管预测遭到下调，70万亿韩元的营业利润仍将超过第二季度约60万亿韩元的历史纪录，意味着SK海力士盈利能力有望继续保持在高位。
展望后续，Lee Su-rim认为，公司进一步提高股东回报，以及未来几个季度盈利重新加速增长，都可能成为推动股价的潜在催化剂。
基于最新盈利预测，DS Investment & Securities将SK海力士目标价由310万韩元下调至264万韩元，但维持“买入”评级。SK海力士最新收报176.5万韩元，下跌0.2%。
按最新目标价计算，264万韩元较当前股价仍有接近50%的潜在空间。市场接下来将重点关注存储价格走势、HBM需求以及汇率变化对SK海力士盈利能力的影响。
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