【受惠AI热潮,三星电子Q3营业利润暴增近8倍】三星电子周四发布初步财报显示,受益于人工智能芯片需求的爆发式增长,公司第三季度业绩表现强劲。今年7至9月,三星估计营业利润达107.4万亿韩元,较去年同期的12.17万亿韩元暴增近八倍,不仅连续第四个季度创下历史新高,也超出了市场预测的106.1万亿韩元。同时,第三季度营收估计达195万亿韩元,同比大幅增长127%。由于AI基础设施建设速度已远超存储芯片的产能扩张,传统DRAM、NAND闪存以及AI必需的高带宽存储器价格持续飙升,这一供需缺口预计将延续至2027年。各业务部门的详细获利情况将于本月晚些时候的正式财报中披露。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.