[{"data":1,"prerenderedAt":112},["ShallowReactive",2],{"beta-site":3,"beta-categories":21,"site":77,"article-595":83},{"site_key":4,"domain":5,"site_name":6,"theme":4,"language":7,"logo":8,"favicon":8,"default_og_image":9,"navigation":10,"seo":11,"analytics":16,"verification":17,"features":18},"news_beta","yuejiezixun.com","阅界","zh-CN","",null,[],{"home_title":12,"title_suffix":13,"default_robots":14,"home_description":15},"阅界｜综合资讯"," - 阅界","index,follow","阅界提供时事、娱乐、财经等综合资讯。",[],[],{"rss_enabled":19,"search_enabled":20,"sitemap_enabled":19},true,false,[22,28,33,38,43,48,53,58,63,68,72],{"id":23,"code":24,"name":25,"slug":24,"level":23,"parent_id":26,"sort":27},1,"breaking","即时",0,10,{"id":29,"code":30,"name":31,"slug":30,"level":23,"parent_id":26,"sort":32},2,"china","中国",20,{"id":34,"code":35,"name":36,"slug":35,"level":23,"parent_id":26,"sort":37},3,"world","国际",30,{"id":39,"code":40,"name":41,"slug":40,"level":23,"parent_id":26,"sort":42},4,"hongkong","港闻",40,{"id":44,"code":45,"name":46,"slug":45,"level":23,"parent_id":26,"sort":47},5,"entertainment","娱乐",50,{"id":49,"code":50,"name":51,"slug":50,"level":23,"parent_id":26,"sort":52},6,"finance","财经",60,{"id":54,"code":55,"name":56,"slug":55,"level":23,"parent_id":26,"sort":57},7,"sports","体育",70,{"id":59,"code":60,"name":61,"slug":60,"level":23,"parent_id":26,"sort":62},8,"lifestyle","生活",80,{"id":64,"code":65,"name":66,"slug":65,"level":23,"parent_id":26,"sort":67},9,"tech","科技",90,{"id":27,"code":69,"name":70,"slug":69,"level":23,"parent_id":26,"sort":71},"hot","热话",100,{"id":73,"code":74,"name":75,"slug":74,"level":23,"parent_id":26,"sort":76},11,"opinion","观点",110,{"site_key":4,"domain":5,"site_name":6,"theme":4,"language":7,"logo":8,"favicon":8,"default_og_image":9,"navigation":78,"seo":79,"analytics":80,"verification":81,"features":82},[],{"home_title":12,"title_suffix":13,"default_robots":14,"home_description":15},[],[],{"rss_enabled":19,"search_enabled":20,"sitemap_enabled":19},{"id":84,"site_key":4,"content_kind":85,"slug":86,"path":87,"title":88,"excerpt":89,"content_html":90,"featured_image":91,"images":92,"category":100,"tags":101,"topic":9,"related_articles":107,"seo":108,"published_at":111,"updated_at":111},595,"news","sk-hynix-dram-outlook-2026","\u002Farticle\u002Fsk-hynix-dram-outlook-2026-595\u002F","韩股观察｜SemiAnalysis报告力挺SK海力士：DRAM盈利前景强劲","半导体行业分析机构SemiAnalysis最新报告指出，尽管近期市场波动，SK海力士2026年第二季度的DRAM业务仍将保持强劲盈利，预计平均售价将环比增长45%，营业利润或达55万亿韩元。","\u003Cp>在全球半导体行业持续波动的背景下，韩国芯片巨头SK海力士的业绩前景引发市场关注。半导体行业分析机构SemiAnalysis最新发布报告，对该公司DRAM业务给出乐观预测。\u003C\u002Fp>\u003Ch2>核心数据：DRAM价格与利润双增长\u003C\u002Fh2>\u003Cp>在题为《在他人恐惧时保持贪婪：SK海力士的DRAM定价与盈利依旧强劲》的报告中，SemiAnalysis预计：\u003C\u002Fp>\u003Cul>\u003Cli>2026年第二季度DRAM综合平均售价(ASP)将实现\u003Cstrong>环比45%的大幅增长\u003C\u002Fstrong>\u003C\u002Fli>\u003Cli>营业利润有望达到约55万亿韩元，显著高于多数市场预期\u003C\u002Fli>\u003C\u002Ful>\u003Cblockquote>\"内存龙头企业是目前半导体领域中风险回报比最佳的投资机会之一\"\u003C\u002Fblockquote>\u003Ch2>细分市场表现差异\u003C\u002Fh2>\u003Cfigure>\u003Cimg src=\"https:\u002F\u002Foss.articledatacenter.com\u002Fadc\u002Fmedia\u002F73\u002Fadcimg_01kxgj6xy8ehhqp431dmjh01az.jpg\" alt=\"SK海力士总部大楼外景\">\u003Cfigcaption>2025年7月5日拍摄的SK海力士总部（图片来源：Getty Images）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\u003Cp>报告分析指出，这一增长主要由通用型DRAM价格飙升约60%驱动，而高带宽内存(HBM)价格则保持相对稳定，季度变动幅度仅为个位数。\u003C\u002Fp>\u003Ch2>市场担忧与投资价值\u003C\u002Fh2>\u003Cp>尽管近期内存板块出现波动，分析师团队强调：\"我们完全理解投资者的担忧，但经过调整后的内存板块，特别是SK海力士等龙头企业，正展现出极具吸引力的投资价值。\"\u003C\u002Fp>\u003Ch2>行业展望\u003C\u002Fh2>\u003Cp>报告特别引述巴菲特名言\"在他人恐惧时贪婪\"，建议投资者关注长期价值。研究团队维持对SK海力士2026年及更长期DRAM业务的正面预期，认为其盈利韧性将超越市场当前认知。\u003C\u002Fp>","https:\u002F\u002Foss.articledatacenter.com\u002Fadc\u002Fmedia\u002F4d\u002Fadcimg_01kxgj6xyheane7t2e44296vav.jpg",[93,97],{"url":94,"oss_url":94,"asset_key":95,"source_url":96},"https:\u002F\u002Foss.articledatacenter.com\u002Fadc\u002Fmedia\u002F73\u002Fadcimg_01kxgj6xy8ehhqp431dmjh01az.jpg","adcimg_01kxgj6xy8ehhqp431dmjh01az","https:\u002F\u002Fcdn.hk01.com\u002Fdi\u002Fmedia\u002Fimages\u002Fdw\u002F20260601\u002F1138149538431766528034198.jpeg\u002FsBGgqOun0mGXMhDFUBzahiJ4_IKb4oEK4jIbSOIyG0g",{"url":91,"oss_url":91,"asset_key":98,"source_url":99},"adcimg_01kxgj6xyheane7t2e44296vav","https:\u002F\u002Fcdn.hk01.com\u002Fdi\u002Fmedia\u002Fimages\u002Fdw\u002F20260102\u002F1083780251986694144485702.jpeg\u002FNwTEka3wYwfHIYZmsfmRbDJ_BIwFn3R5Hy4Eyx8uBMs",{"id":49,"code":50,"name":51,"slug":50,"canonical_code":50},[102,103,104,105,106],"半导体","韩国经济","股市分析","芯片产业","投资策略",[],{"title":109,"description":110,"robots":14,"canonical_path":87},"SK海力士DRAM业务前景分析｜2026年盈利预测","SemiAnalysis报告预测SK海力士2026年Q2 DRAM平均售价将增长45%，营业利润或达55万亿韩元，建议投资者关注长期价值。","2026-07-14T23:52:33+08:00",1784218279245]