三星电子：AI推动下半年服务器与内存需求走强，预计全年盈利持续增长

三星电子：AI推动下半年服务器与内存需求走强，预计全年盈利持续增长

2026-07-30 08:06

ChainThink 消息，7 月 30 日，据三星电子第二季度业绩数据，公司第二季度营收 171 万亿韩元，营业利润 89.4 万亿韩元，基本符合市场预期；

净利润 71.3 万亿韩元，高于市场预期的 68.5 万亿韩元。其中，芯片部门第二季度营业利润为 89.2 万亿韩元。

三星电子表示，下半年服务器芯片需求将保持强劲，芯片供应短缺预计仍将持续，移动和 PC 芯片需求可能放缓。

公司预计，受 AI 基础设施资本开支及更广泛自主 AI 应用推动，内存业务需求将继续保持强劲，下半年盈利将持续增长。此外，韩元贬值为其第二季度业绩带来约 3.1 万亿韩元的积极影响。

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

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