据金十数据报道，全球最大存储芯片制造商三星电子周二即将公布第二季度业绩。分析师平均预测显示，初步营业利润预计为84.3万亿韩元，较上年同期增长18倍，并超过2025年全年利润；营收预计增长127%，至169万亿韩元。
6月以来，市场担忧竞争加剧、潜在产能过剩以及巨额AI投资回报问题，芯片股多次大幅回调。Roundhill Financial CEO Dave Mazza称，三星业绩恰逢市场从供需两端质疑存储芯片投资逻辑；若业绩接近预期，将有利于平息争议，对三星有利。
Roundhill Financial：三星Q2业绩或平息存储芯片争议
2026-07-06 01:14:26
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