10月12日，SK海力士盘中下跌3.04%，报163.7美元/股，成交额2.08亿美元。
消息面上，存储芯片板块盘前集体受压，美光科技、闪迪等同类个股同步走低。韩国交易所数据显示，截至10月7日，外资持有三星电子股份比例降至46.37%，为2009年7月以来最低，持有SK海力士比例则为49.59%，连续8个交易日徘徊在49%区间，显示外资对韩系存储巨头的态度趋于谨慎。
摩根士丹利指出，即将开启的财报季真正要验证的是存储芯片巨头创纪录利润之后能否持续产生超预期增量。终端需求分化信号已经出现，当三星创纪录利润也难以推动股价上行，市场交易焦点已从当期利润规模转向利润能否继续加速。
此外，ASML向三星与SK海力士发出零部件全线涨价10%的通知，双方采购部门经协商后确认接受。半导体设备成本压力的持续扩散，进一步加剧了市场对存储芯片厂商利润空间的担忧。
（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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