EPISODE · Jul 29, 2026 · 10 MIN
SK海力士利润暴增 6 倍却暴跌 9%！炸裂财报，为何惨遭市场砸盘？
from AI解研说
史上最强财报也救不了股价！SK 海力士交出逆天二季度成绩单，营收、利润双双刷新历史纪录，利润同比暴涨超 550%，依旧大幅跑输市场预期，股价应声重挫超 9%！AI 存储牛市如火如荼，为什么业绩爆表反而触发资金疯狂出逃？核心真相藏在产品结构里：传统 DRAM、NAND 涨价狂飙，而 SK 海力士重仓的高端 HBM 弹性不足。叠加全球对 AI 资本开支、硬件回报率的担忧升温，芯片板块集体杀估值。本期深度拆解：存储周期拐点隐忧、AI 预期透支真相，看懂全球半导体最新情绪风向！
Embed this episode
NOW PLAYING
SK海力士利润暴增 6 倍却暴跌 9%！炸裂财报，为何惨遭市场砸盘？
0:00
10:02
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
CISO Perspectives (public)
N2K Networks
This season on CISO Perspectives, host Kim Jones explores some of the challenges of leading through uncertainty. We explore the complexity of the changing nature of regulation and working with the federal government, the evolution of privacy and fraud, and how emerging technologies like AI and quantum computing are changing cyber. When you don’t know what questions to ask, you’re afraid to ask, or don’t know who to ask, CISO Perspectives provides the foundation for learning in this brave new world.
Epic: Silver Wing
Realm
EPIC is your new HQ for Realm’s exhilarating action and adventure stories, with new episodes dropping every Monday introduced by host Faith McQuinn.Embark on your greatest adventures yet, whether it’s crash landing on a desolate planet with only a cerebrally-embedded AI to guide you, or realizing that your latest game design is the only thing staving off total global annihilation. So unsheath those earbuds, clench that steering wheel, and buckle up because EPIC is about to take off.This month, we are featuring Silver Wing: On a desert planet in the far future, an old dragon hunter embarks on a desperate journey to save her estranged son. For centuries, the dragons have been sleeping. But in their rest, they provide a crucial energy source necessary to keep the planet Toon Flats habitable. Amphet Dahl is a diviner, gifted with the ability to sense the dragons’ dreams and memories and to the disappointment of her son, Afton, she uses this ability to
Frequently Asked Questions
How long is this episode of AI解研说?
This episode is 10 minutes long.
When was this AI解研说 episode published?
This episode was published on July 29, 2026.
Can I download this AI解研说 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!