金吾财讯 | SK Telecom（SKM）发布财报显示，当期合并营收达 4.3923 万亿韩元，同比增长 1.4%、环比增长 1.5%，增长动力主要来自无线业务复苏及 AI 数据中心（AI DC）业务的快速扩张。
核心盈利指标表现稳健，公司当期营业利润为 5376 亿韩元，净利润达 3164 亿韩元。其中 AI 数据中心业务成为最大亮点，受利用率提升及 GPU 即服务需求增加带动，该业务营收同比飙升 89.3%，达 1314 亿韩元。
用户端方面，公司本季度新增移动用户约 21 万户，持续巩固韩国电信市场的领先地位。同时，公司重启季度分红计划，宣布第一季度每股派息 830 韩元，进一步回馈股东。
整体来看，SK Telecom 依托核心电信业务稳盘，AI 相关新兴业务实现突破，盈利与用户规模双向向好，分红重启也彰显公司经营底气。
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