$SKHY · Schwab Network · 2026-10-28
SK Hynix 表现相对良好：营业利润同比增长632%至625.5亿美元，营收增长328%，营业利润率80%，在 ADR 上市前盘前上涨7.6%。内存价格上涨以及公司预计到2030年将持续超过供给的 AI 服务器需求，推动了上调后的指引；美股交易表现仍未经检验。
逐段跳播
SK Hynix 在海外市场开局强劲。我们来看看其美国存托凭证开始交易后在这里的表现如何。是的，我们看到盘前交易中股价上涨了约7.6%。营业利润达到625.5亿美元。这同比增长了约632%。
我们还看到营收同比增长328%，营业利润率达到80%。因此，他们仍然看到内存价格上涨，而这实际上正在推动其营收增长。AI 服务器的需求持续超过供给，他们已经认为芯片短缺、需求超过可用供给的局面将持续到2030年，这就是我们看到其业绩指引在这里被上调的原因。因此，很明显，这只股票的表现相对不错。
SK Hynix is launching strongly in overseas markets. We'll see how it performs here when its American Depositary Receipts are traded. Yes, we are seeing stocks rise by about 7.6% in pre-market trading.
Operating profit amounted to US$62.55 billion. That's an increase of about 632% year-on-year. We also saw a 328% year-on-year increase in revenue , and operating profit margins reached 80%.
Therefore, they are still seeing an increase in memory prices, and this is actually fueling the growth of their revenues. Demand for AI servers continues to outstrip supply, and they already believe there will be a shortage of chips and demand exceeding available supply until 2030, which is why we see their guidance revised upwards here.
Therefore, it is clear that this stock is performing relatively well.