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异动解读|SK海力士盘中上涨3.15%,美光业绩大超预期叠加高盛重申买入提振存储板块

行情直击10-02

10月1日,SK海力士盘中上涨3.15%,报190.0美元/股,成交额16.21亿美元。

消息面上,美光科技公布上一财年第四季度业绩,经调整营收542.29亿美元,同比暴增近380%,GAAP净利润377.01亿美元,同比增幅超1077%,下一财年Q1指引亦超预期,带动美股存储板块全线走强。与此同时,高盛发布存储价格追踪报告指出,TrendForce对四季度存储合约价预测全面高于其自身预估,企业级SSD成为唯一涨幅加速品类,该行重申对三星电子与SK海力士的"买入"评级。此外,TrendForce上修明年HBM价格展望,预估Blended ASP年增幅将达121%,进一步巩固市场对存储景气延续的信心。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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