【券商8月首次下调三星、SK海力士明年盈利预期】半导体高景气预期迎来回调8月，三星电子与SK海力士的下一年度盈利预期迎来首次下调。两家企业股价已大幅下挫，市场正关注半导体板块近期暴跌是否已经反映出未来盈利增速放缓的预期。据报道，金融信息机构FnGuide统计超过三家券商的预测数据显示，截至18日，三星电子2027年营业利润预期为544.67万亿韩元。该预期在上月末曾冲高至549.913万亿韩元，本月出现首次回落。但进入8月市场风向发生转变。三星电子与SK海力士此前一路走高的盈利预期戛然而止，部分机构开始下调预测数值。2028年盈利预期也出现相同走势。三星电子2028年营业利润预期7日为556万亿韩元，10天内回落12万亿韩元至544万亿韩元。同一时期，SK海力士预期从402万亿韩元下降3万亿韩元，至399万亿韩元。不过股市主流观点认为，现阶段还不能判定盈利正式进入下行周期。市场认为，只是此前急速抬升的盈利预期上涨节奏放缓，前期过度乐观的预期出现部分修正。
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