三星电子受益于人工智能热潮带来的芯片价格飙升,预计 1-3 月份的营业利润将增长六倍,创下季度记录,仅略低于去年全年的营业利润。根据 LSEG SmartEstimate 从 29 位分析师中得出的结论,在所谓的内存芯片 “前所未有的超级周期 ”的推动下,三星预计将在本周二实现 40.5 万亿韩元的利润(269亿美元),收入增长 50%。相比之下,这家全球最大的存储芯片制造商去年的营业利润为 43.6 万亿韩元。一些分析师甚至更加看好该公司,例如花旗银行预测其营业利润将达到 51 万亿韩元。“没有比这更好的了,”Daol Investment & Securities 的分析师 高英民(Ko Yeongmin)在谈到存储芯片市场的强劲时说。
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