分析：SK海力士第二季度业绩预计将创历史新高

分析：SK海力士第二季度业绩预计将创历史新高

2026-07-27 15:50

ChainThink 消息，7 月 27 日，据 Meritz 证券分析师 Kim Sun-woo 分析，受一次性投资收益和半导体价格上涨推动，SK 海力士第二季度业绩预计将创历史新高。

Kim Sun-woo 预计，SK 海力士 4 月至 6 月税前利润将超过 100 万亿韩元，其中包括 6.01 万亿韩元营业利润，以及通过贝恩资本持有日本铠侠股份带来的 4.16 万亿韩元投资收益。

该业绩将超过 SK 海力士第一季度创下的 5.88 万亿韩元营业利润纪录。Kim Sun-woo 补充称，第二季度 DRAM 和 NAND 存储芯片价格分别上涨 30% 和 49%。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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