野村:三星第三季度盈利可能环比反弹

格隆汇APP
Jul 09, 2025

格隆汇7月9日|野村分析师报告表示,三星电子第三季度的盈利可能会较上一季度实现强劲反弹。野村预计,这家韩国科技巨头7-9月当季的营业利润将达到9万亿韩元。这将比该公司估计的第二季度的4.6万亿韩元高出96%。他们表示,自6月底以来,三星电子向除英伟达以外的客户出货的高带宽内存3E产品已经恢复,并且该公司的一次性业务支出可能会减少。他们预计,三星将在2026年第一季度开始向英伟达出货更先进的HBM4产品。他们说,三星今年的股本回报率可能会达到8%。

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