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博时港交所韩交所半导体指数ETF

8.900

-0.265-2.89%

成交量：12.54万

成交额：112.15万

市值：4,984.00万

市盈率：- -

高：9.080

开：9.080

低：8.900

收：9.165

52周最高：9.955

52周最低：8.900

股本：560.00万

香港流通股本：560.00万

量比：2.33

换手率：2.24%

股息：- -

股息率：- -

净资产收益率：--

总资产收益率：--

市净率：--

市盈率(LYR):- -

市销率: - -

数据加载中...

总览公司新闻资讯公告

阿斯麦(ASML.US)瞄准高毛利“存量生意”！拟上调三星、SK海力士光刻机零部件价格10%

上半年全球表现最好的股市要凉凉？

高盛：上调ASMPT(00522.HK)目标价3%至183港元维持“中性”评级 TCB及光子学设备受益于生成式AI趋势

成交额暴跌、散户退场，上半年全球表现最好的股市要凉凉？

《大行》高盛升ASMPT(00522.HK)目标价至183元 TCB及光子学设备受惠生成式AI趋势

阿斯达克财经

韩股KOSPI重挫3.65%，跌破6400点，三星、SK海力士跌超4%

TradingKey中文

SK海力士股价预测：ASML零部件涨价10%，HBM增长能否抵消成本压力？

TradingKey中文

韩国半导体展14日启幕 HBM、物理AI芯片成核心看点

环球市场播报

三星电子正在研发三种类型的 z-NAND闪存

中国长鑫存储披露下一代DRAM技术进展，三星、SK海力士盘中跌超4%

TradingKey中文

三星电子规划三款 zNAND，面向定制化 AI 存储

韩国央行前行长：受中国技术发展影响韩国芯片产业周期或提早结束

阿斯达克财经

港股异动丨外资出逃，三星、SK海力士下跌，港股做多产品开盘受挫

港股光通信、PCB概念股跌幅居前，广合科技跌超9%、剑桥科技跌超8%

老虎资讯综合

ETF异动 | 存储概念ETF延续低迷三星电子与SK海力士接受ASML涨价半导体设备成本压力持续扩散

韩股跳水，跌幅扩大，三星电子跌0.95%，SK海力士跌2.8%，日股休市｜日韩股市

每日经济新闻

三星电子Q3涨势放缓，存储行业的AI红利吃到何时

华夏时报网

大行评级丨里昂：重申三星电子“跑赢大市”评级，上调营业利润预测

SK海力士：芯片需求持续增长寻求光州园区尽快动工

阿斯达克财经

三星电子明年 75% 至 80% 存储供应已签长约

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21:30","pubTimestamp":1791811826,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，据报道，阿斯麦 将把供应给韩国客户、用于其极紫外和深紫外光刻系统的替换零部件价格上调10%。报道称，在与三星电子和SK海力士进行磋商后，新价格将适用于自2027年1月起交付的零部件。此次涨价涵盖用于设备维护的耗材和主要组件，标志着阿斯麦罕见地对各类相关零部件实施全面涨价。数据显示，阿斯麦第二季度营收为93.3亿欧元。市场目前预计，阿斯麦第三季度营收约为116.6亿欧元，约合132亿美元;预计每股收益约为12.47美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1506163.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SKHN","SKHYV","BGIA","ASMZ","BK4141","SKHA","SKUU","ASMU","LU0823397103.USD","RAMZ","SKHL","SKHZ","BK4588","SKHY","LU0823413587.USD","DRAL","BK4585","RAM","SKDD","LU0823413660.USD","HYNX","EMXC","03516","EDZ","07709","LU0823397285.USD","LU1956131251.USD","SK","ASMG","SKHU","SKHX","SKHQ","EEMO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674583803","title":"上半年全球表现最好的股市要凉凉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2674583803","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674583803?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 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维持“中性”评级 TCB及光子学设备受益于生成式AI趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2674788358","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674788358?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 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16:19","pubTimestamp":1791793140,"startTime":"0","endTime":"0","summary":"高盛发表研究报告指，对ASMPT先进封装应用持正面看法，受惠于技术向更小间距迁移，以及在GPU、ASIC及HBM应用增加。该行预期第三季及第四季收入分别按季增长5%及3%，至51.72亿港元及53.25亿港元，由TCB及光子学设备，以及SMT设备持续受AI服务器需求带动。该行上调ASMPT2026至2028年各年净利预测分别4%、6%及12%，因下调经营开支比率估计，以反映对营运效率持续改善的正面看法。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20220426125015869_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20220426125015869_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548784/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548784/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["00522","03516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674824771","title":"韩股KOSPI重挫3.65%，跌破6400点，三星、SK海力士跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674824771","media":"TradingKey中文","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674824771?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 14:58","pubTimestamp":1791788307,"startTime":"0","endTime":"0","summary":"TradingKey - 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14:30","pubTimestamp":1791786624,"startTime":"0","endTime":"0","summary":"TradingKey - 据韩国半导体媒体The Elec援引行业消息人士报道，ASML将供应韩国市场的EUV和DUV光刻机替换零部件价格统一上调10%，新价格适用于2027年1月起交付的零部件。三星电子和SK海力士采购部门已接受涨价安排，报道未披露采购金额及具体合同条款","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260324/SKHynix-2cbfbbf249954118970956332e94d3f9.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260324/SKHynix-2cbfbbf249954118970956332e94d3f9.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262210934-skhynix-asml-skhy-samsung-hbm-dram-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MUD","SK","SKHQ","HBMX","LU0823413587.USD","SKHN","HYNX","MUG","DRAL","RAM","LU0823397103.USD","MUU","SKHY","LU1956131251.USD","RAMZ","SKDD","DRMY","BK4588","SKHL","SKHZ","BK4141","DRMP","SKHYV","SKHU","SKHX","LU0823397285.USD","EEMO","MIC","SKHA","07709","DRAM","SKUU","MUYY","MUZ","LU0823413660.USD","03516","DISK","MULL","BGIA","EDZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674682105","title":"韩国半导体展14日启幕 HBM、物理AI芯片成核心看点","url":"https://stock-news.laohu8.com/highlight/detail?id=2674682105","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674682105?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 14:30","pubTimestamp":1791786600,"startTime":"0","endTime":"0","summary":"韩国半导体产业协会10月12日表示，第28届韩国半导体展览会将于10月14日至16日举办，展会主题为“走进硅基智能时代”。本届展会规模创下历史新高，共有300家企业参展，较去年增加约70家，搭建888个展位。SK海力士将发布下一代HBM4E与高带宽闪存技术，同时展出服务器、PC、移动端DRAM、NAND闪存、固态硬盘等旗舰产品。Jusung Engineering、SEMES、韩美半导体等韩国本土核心材料、零部件及设备大厂也将参展。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-10-12/doc-iniuxwip8554192.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LRNZ","AVS","03569","AIVC","GPTZ","03516","AVGG","AVGW","MIC","RAMZ","DRAM","AIBU","EPAI","DISK","03431","DRMP","RAM","03191","BK1610","FAI","AVGC","MUD","MUYY","BK4588","AVGX","MUZ","WISE","MULL","AVL","MUG","AVGU","AIFD","KRWX","DRMY","HBMX","DRAL","AIS","MUU","ALAI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674821941","title":"三星电子正在研发三种类型的 z-NAND闪存","url":"https://stock-news.laohu8.com/highlight/detail?id=2674821941","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674821941?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 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10月12日，韩国存储芯片股盘中明显走低。截至发稿前，三星电子（005930.KS）一度下跌约4.1%，报252500韩元；SK海力士（000660.KS）一度下跌约4.01%，报1624000韩元。中国DRAM厂商长鑫存储（CXMT）公布下一代存储技术研发进展，进一步增加市场对全球DRAM行业竞争加剧的关注。","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260602/samsung-11-eac34728e17f43bb932b61ca59da911f.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260602/samsung-11-eac34728e17f43bb932b61ca59da911f.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262210861-cxmt-dram-progress-samsung-sk-hynix-shares-fall-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MUD","SK","SKHQ","EMXC","LU0823413587.USD","SKHN","HYNX","MUG","DRAL","RAM","LU0823397103.USD","MUU","SKHY","LU1956131251.USD","RAMZ","SKDD","DRMY","BK4588","SKHL","SKHZ","BK4141","DRMP","SKHYV","SKHU","SKHX","LU0823397285.USD","EEMO","MIC","SKHA","07709","DRAM","SKUU","MUYY","MUZ","LU0823413660.USD","03516","DISK","MULL","BK4585","EDZ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674825543","title":"三星电子规划三款 zNAND，面向定制化 AI 存储","url":"https://stock-news.laohu8.com/highlight/detail?id=2674825543","media":"链捕手","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674825543?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 11:55","pubTimestamp":1791777350,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 ZDNet Korea 10 月 12 日报道，三星电子正扩大次世代 NAND 闪存 zNAND 的应用范围，并规划在已公开的 zNAND-O 之外，将产品细分为 zNAND-O、zNAND-T、zNAND-I 共 3 款。报道称，三星电子尚未正式宣布后两款产品，但业界了解到相关方案已进入初期开发，以对应 AI 基础设施中定制化存储需求增加的情况。zNAND-O 面向端侧 AI。与传统引线键合不同，该方案通过硅通孔将 NAND 垂直堆叠 4 层或 8 层，缩短数据传输路径，并提升速度与能效。三星电子已于今年 8 月在美国存储器相关活动中首次公开展示 zNAND-O 模型。zNAND-T 侧重吞吐量，面向高容量、高性能 AI 数据中心，同样以垂直堆叠和硅通孔扩大带宽，业界将其称为高带宽闪存。zNAND-I 侧重提升每秒输入输出次数，用于 AI 推理中对键值缓存等小容量临时数据的频繁处理。报道同时提到，SK 海力士也在开发 AIN P、AIN D、AIN B 等 AI NAND 产品系列。 ","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.chaincatcher.com/article/2295585","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AIPO","VTHR","ARTY","QTOC","AGIX","BK4543","03516","07747","BK4170","CHAT","07347","SSNLF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674828202","title":"韩国央行前行长：受中国技术发展影响  韩国芯片产业周期或提早结束","url":"https://stock-news.laohu8.com/highlight/detail?id=2674828202","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674828202?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 10:46","pubTimestamp":1791773160,"startTime":"0","endTime":"0","summary":"韩国央行前行长李昌镛表示，目前半导体行业的强劲势头反映三星电子及SK海力士的竞争力，但在中美关系紧张下，中国一直无法进口ASML的高端光刻机，因此相关竞争格局仍受限制。若中美关系改善，或中国成功自主研发光刻机，届时就需要考虑三星子SK海力士的高利润率是否还能维持。他又对韩国政府的扩张性财政政策表示担忧，目前韩国央行对明年经济增长的预测是2.9%，对于是否需要透过财政支出来进一步刺激经济增长则值得商榷。他补充，如果今年的经济增长因财政政策而大幅飙升，即使半导体产业增长加快，明年经济增长亦可能会因为基数效应而大幅放缓。(mn/da)AASTOCKS新闻","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20260929175215873_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20260929175215873_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548684/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548684/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["03121","03516","03569","BK1610"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674840008","title":"港股异动丨外资出逃，三星、SK海力士下跌，港股做多产品开盘受挫","url":"https://stock-news.laohu8.com/highlight/detail?id=2674840008","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674840008?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 10:17","pubTimestamp":1791771421,"startTime":"0","endTime":"0","summary":"由于韩股股市下跌，港股市场南方东英SK海力士每日杠杆最多(2x)产品(7709.HK)盘初跌近9%，南方两倍做多三星电子(7747.HK)跌超4%。\n\n　　韩股今日大跌，韩国综合指数一度跌超3%，其中，三星电子一度跌超3%，SK海力士一度跌超4%。\n\n　　有数据显示，自8月下旬以来，外资净卖出三星电子和SK海力士股票合计价值22万亿韩元(折合154亿美元)。另外，韩国交易所11日数据显示，截至10月8日，外国投资者持有三星电子股票的比率为46.38%。这是自金融危机时期的2008年1月11日(46.35%)以来，时隔18年零9个月的最低水平。","market":"hk","thumbnail":" http://caiji.3g.cnfol.com/colect/202610/12/20261012888920.jpg","type":0,"news_type":0,"thumbnails":[" 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10:10","pubTimestamp":1791771007,"startTime":"0","endTime":"0","summary":"10月12日，港股光通信、PCB概念股跌幅居前，$广合科技(01989)$跌超9%，$剑桥科技(06166)$跌超8%，$汇聚科技(01729)$、$大族数控(03200)$跌超5%，$海光芯正(01191)$、$华虹宏力(01347)$、$中际旭创(03308)$、$芯碁微装(09630)$、$胜宏科技(02476)$跌超4%。","market":"hk","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01729","LU1255011170.USD","SGXZ81163826.USD","VXUS","02476","BK1149","06166","BK1533","FOTO","LYTE","BK1209","KCAI","LU0149721374.USD","BK0214","LU1171460220.USD","BK1589","HK0000352291.HKD","HK0000352382.USD","LU1328277881.USD","BK1614","BK4211","01989","SG9999006597.SGD","001389","BK1116","BK1163","LU0052750758.USD","09630","SG9999002463.SGD","LU1251922891.USD","BK1122","LU1719994722.HKD","LU0708995583.HKD","03200","LU1655091616.SGD","SGXZ49509284.SGD","LU1813983027.USD","BK4585","BK1147","03516","01347","LU1206782309.USD","LU1770034418.SGD","BK1183","BK1537","LU2279858448.HKD","91530","LU2543165471.USD","LUMA","LU1481107354.HKD","BK1170","PCB","603083","LU0164880469.USD","LU0314109678.HKD","SIXG","01191","LU1303224171.USD","BK4588","LU0320764599.SGD","BK1240","BK1607","TCHI","BK1169","BK1249","03308","LU2039709279.SGD","IE0034224299.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674784025","title":"ETF异动 | 存储概念ETF延续低迷 三星电子与SK海力士接受ASML涨价 半导体设备成本压力持续扩散","url":"https://stock-news.laohu8.com/highlight/detail?id=2674784025","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674784025?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 10:09","pubTimestamp":1791770976,"startTime":"0","endTime":"0","summary":"消息面上，近日，据市场媒体报道，ASML总部于上月初通过韩国法人向三星和SK海力士发出涨价通知，经双方采购部门协商后确认。据悉，ASML此前通常仅在原材料价格大幅上涨或特定材料采购困难时对个别零部件进行单独调价。与此同时，ASML正与主要客户就新设备价格上调展开谈判，设备本体涨价预期也在升温。业界普遍认为，三星和SK海力士接受涨价后，其他设备与零部件供应商的提价要求将获得更大支撑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1505682.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["INVN","07709","PSCT","LOUP","INT","SHOC","PQNT","SKHX","SKUU","SKHY","03516","THMZ","SSNLF","XSEM","BCTK","07347","GTEK","ASMZ","ASMG","ALAI","QQJG","KSTR","XT","EEMO","AMAU","THNQ","RAM","WDAI","FDN","BGIA","SOXM","SKHU","XITK","AIO","FRWD","PSAI","LRCC","AIS","YNOT","SMHC","GINN","IQM","TWSC","CHPX","TEKY","EDZ","WISE","07747","LRNZ","SOXW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674842418","title":"韩股跳水，跌幅扩大，三星电子跌0.95%，SK海力士跌2.8%，日股休市｜日韩股市","url":"https://stock-news.laohu8.com/highlight/detail?id=2674842418","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674842418?lang=zh_cn&edition=fundamental","pubTime":"2026-10-12 08:16","pubTimestamp":1791764160,"startTime":"0","endTime":"0","summary":"记者|卢祥勇编辑|何小桃 杜恒峰校对|金冥羽10月12日，韩股低开。韩国KOSPI指数开盘下跌0.72%报6578.17点。此后，韩股跳水，跌幅进一步扩大，截至发稿，韩国KOSPI跌1.29%，三星电子跌0.95%，SK海力士跌2.8%。日股休市一天。上一个交易日，美股三大指数集体收涨，存储芯片概念涨跌不一，闪迪跌1.72%，SK海力士跌0.86%，西部数据涨1.01%，希捷科技涨1.06%。光通信板块全线走强，Ciena涨5.58%，Lumentum涨5.22%，Coherent涨3.4%。","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-10-12/doc-iniuxmtq0412135.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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20:39","pubTimestamp":1791549551,"startTime":"0","endTime":"0","summary":"三星电子发布的最新Q3业绩指引，是观察存储市场现状的重要窗口。10月8日，三星电子宣布，今年Q3其合并销售额约为195万亿韩元，同比增长近126.6%，合并营业利润约107.4万亿韩元，同比增长约782.5%。但也就在当天，其股价报收26.2万韩元，下跌2.42%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202610093891451870.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202610093891451870.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["03516","ARTY","SSNLF","VTHR","AGIX","BK4170","BK4543","07747","07347","QTOC","CHAT","AIPO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674831463","title":"大行评级丨里昂：重申三星电子“跑赢大市”评级，上调营业利润预测","url":"https://stock-news.laohu8.com/highlight/detail?id=2674831463","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674831463?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 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15:40","pubTimestamp":1791531600,"startTime":"0","endTime":"0","summary":"SK集团董事长崔泰源表示，芯片制造商SK海力士计划在韩国光州尽快兴建工厂，以应对快速增长的需求，但拒绝透露何时开始施工。他表示，集团已经将龙仁市另一个半导体园区的完成时间表提前12年至2033年，届时将新增四座晶圆厂，但这仍可能不足以满足需求。他续指，光州园区的动工日期将取决于政府的水电规划以及公司施工时间表的协调，但集团正寻求尽快动工。另外，集团目前对光州园区的规模约为龙仁的三分之二，如果能获得更多土地兼且市场有需求，预计光州园区可能会进一步扩大。(mn/ad)AASTOCKS新闻","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20240806175912067_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20240806175912067_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548555/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1548555/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["03516"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674183670","title":"三星电子明年 75% 至 80% 存储供应已签长约","url":"https://stock-news.laohu8.com/highlight/detail?id=2674183670","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674183670?lang=zh_cn&edition=fundamental","pubTime":"2026-10-09 14:54","pubTimestamp":1791528886,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据韩媒报道，三星电子已就明年存储供应签署长期协议，覆盖比例约为 75% 至 80%，其中包括高带宽内存。报道称，三星电子已与英伟达、谷歌、微软等主要科技公司完成大部分合同敲定。SK 海力士与美光也在加快锁定供应量，并与主要客户签署一系列大规模长期合同。三星电机据称接近与台湾电力电子公司台达电子签署价值 7000 亿韩元的长期协议，用于供应多层陶瓷电容器。 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