【三星电子盈利超预期 得益于火爆的AI内存需求】由于人工智能数据中心所需内存芯片的需求暴增，三星电子季度利润飙升19倍，超出预期。该全球最大存储器生产商公布，在截至6月的三个月里，其初步营业利润为89.4万亿韩元，超过了其2025年全年业绩。分析师此前平均预期为84.2万亿韩元。营收为171万亿韩元，高于分析师平均预期的169.2万亿韩元。三星料将于月底前后发布完整的财务报表，其中包括净利润和按部门细分的数据。包括英伟达首席执行官黄仁勋以及OpenAI首席运营官Brad Lightcap在内的高管曾表示，内存芯片短缺仍然是AI发展的关键瓶颈。制造商正在优先生产高端内存以满足数据中心的需求，从而也导致传统内存供应不足。分析师预计，这种短缺状况至少会持续到2027年底，从而让三星及其竞争对手SK海力士、美光掌控强大的定价权。汇丰称，这已导致二季度动态随机存取存储器平均售价环比上涨逾40%，NAND闪存涨价超过50%。
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