9月1日，SK海力士盘中下跌3.14%，报159.432美元/股，成交额5.48亿美元。
消息面上，半导体板块整体承压，行业内英伟达跌1.38%、美光科技跌2.43%、英特尔跌3.45%、迈威尔科技跌3.04%，存储芯片股集体走弱。与此同时，韩国LS证券发布报告指出，随着HBM供应商之间竞争格局走向正常化，下调SK海力士目标价，同时上调三星电子目标价，理由是三星在HBM4量产良率上已取得较好进展，HBM4出货占比从一季度约5%升至二季度35%左右。此外，行业分析机构指出SK海力士在HBM4速率方面面临挑战，不得不重新设计基础芯片，导致供货延后。叠加日韩股市当日低开、韩国KOSPI指数一度跌超3%的市场情绪拖累，SK海力士短期承压明显。
（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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