---
title: "‘為 KOSPI 祈禱’：SK 海力士收益未達預期，股價大幅下跌"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/294123501.md"
description: "SK 海力士的股價大幅下跌，因其報告的季度營業利潤為 60.5 萬億韓元，未能達到分析師預期的 64.2 萬億韓元，儘管淨收入因一次性收益激增。收入也低於市場共識的 79.3 萬億韓元。這一失利引發了對人工智能驅動的芯片繁榮可持續性的擔憂，導致 SK 海力士的美國存託憑證在盤後交易中下跌了 16%，並加劇了對整體 KOSPI 指數的擔憂"
datetime: "2026-07-28T23:12:01.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294123501.md)
  - [en](https://longbridge.com/en/news/294123501.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294123501.md)
generator: "portal-rs"
---

# ‘為 KOSPI 祈禱’：SK 海力士收益未達預期，股價大幅下跌

Things are not going to be fun in South Korea tonight...

Good news first...

> *SK Hynix's **net income surged a bigger-than-expected 1,242%** (though admittedly on one-time investment gains) with the ginat chipmaker bragging that itwon multiyear contracts with around 10 customers.*

Ok, now the bad news...

> ***SK Hynix Inc.’s quarterly profit rose a smaller-than expected 557%**.*
> 
> *The key supplier of Nvidia reported operating profit of 60.5 trillion won ($42 billion) in the June quarter versus analysts’ average projection for 64.2 trillion won.* 
> 
> ***Revenue came to 79.3 trillion won**, significantly below the consensus 83.9 trillion won.*

All further raising fears that the hyperbolic nature of the AI-driven boom that has suspended reality from the cyclical chipmakers, may be starting to decelerate...

> *“When you’re the dominant supplier of the high-bandwidth memory that powers Nvidia’s chips, the AI boom lands directly on your bottom line,” said Josh Gilbert, Etoro’s lead analyst for APAC and the Middle East.*
> 
> ***“That means the market is unlikely to focus on the headline numbers alone. The bigger question is whether margins and guidance can justify its recent performance.”***

SKHY (the US ADRs) are trading down 16% in the after-hours (before Korean trading has begun)...

Following yesterday's major drop in Kospi, we have three simple words..

> Pray for Kospi
> 
> — zerohedge (@zerohedge) July 28, 2026

### 相關股票

- [SKHY.US](https://longbridge.com/zh-HK/quote/SKHY.US.md)
- [07709.HK](https://longbridge.com/zh-HK/quote/07709.HK.md)
- [EWY.US](https://longbridge.com/zh-HK/quote/EWY.US.md)
- [03121.HK](https://longbridge.com/zh-HK/quote/03121.HK.md)
- [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md)
- [ETOR.US](https://longbridge.com/zh-HK/quote/ETOR.US.md)
- [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md)

## 相關資訊與研究

- [SK 海力士發佈了公司治理報告](https://longbridge.com/zh-HK/news/298867157.md)
- [未來資產證券在貨架註冊中增加了高風險 KOSPI 和 KOSDAQ 期貨 ETN](https://longbridge.com/zh-HK/news/298529221.md)
- [SK 海力士股票（SKHY）：兩隻值得考慮的上漲超過 30% 的 ETF](https://longbridge.com/zh-HK/news/298647878.md)
- [Sempio 股票因大規模股份註銷在南方 KOSPI 暫停交易](https://longbridge.com/zh-HK/news/298417318.md)
- [教保證券推出了與三星和 SK 海力士掛鈎的新高風險股權掛鈎票據](https://longbridge.com/zh-HK/news/298855512.md)

---
> **免責聲明: 本文僅供參考，不構成任何投資建議。**