SK海力士股价一度下跌8.2%分析师:受获利回吐及盈利预期降温影响

环球市场播报
Jul 13

  SK海力士股价在韩国交易所一度下跌8.2%。NH投资证券高级分析师柳永浩表示,在美国上市结束后,投资者进行了获利了结,同时市场情绪也因对SK海力士第二季度业绩的谨慎预期而受到影响。他指出,投资者原本预期SK海力士的HBM4芯片出货量将从第二季度起增长,但这种增长似乎并未大规模实现。柳永浩还表示,投资者已下调了盈利预期,因为SK海力士在HBM市场的业务占比高于同城竞争对手三星电子,因此难以从近期传统DRAM芯片价格的上涨中获得同等程度的收益。

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责任编辑:王永生

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