“不及预期”击穿股价 SK海力士暴跌 存储集体承压
韩国券商KIS预测SK海力士Q2营业利润60.4万亿韩元，同比暴增556%，但低于市场共识65万亿韩元约8%。核心原因是HBM收入占比高、受长期合约价格约束，ASP涨幅低于市场均值。
JinseFinanceGabung/ Daftar
SK Hynix ADR Listing Spurs Arbitrage Focus on Share-Exchange Terms
25/06 17:49
Bullish
Kasar
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South Korean Chip Giant SK Hynix Brings US$29 Billion AI Chip Growth Story to Nasdaq in One of History's Largest Listings
SK Hynix plans to raise US$29 billion through a Nasdaq listing, giving US investors direct access to one of the world's largest AI memory chipmakers. The company hopes the listing will boost its valuation and support expansion as demand for AI chips continues to drive strong growth.
Weatherly美股最大规模海外公司募资：SK海力士本周登纳斯达克
SK海力士将于7月10日以ADR形式登陆纳斯达克，融资规模达290亿美元。
JinseFinanceSamsung And SK Hynix Commit Nearly US$600 Billion To Expand South Korea's Chip Industry Amid Surging AI Demand
Samsung Electronics and SK Hynix will invest about 881 trillion won (US$576 billion) to build four new chip plants and expand AI infrastructure in South Korea's southwest region. The government hopes the plan will boost semiconductor production and meet rising global demand for AI memory chips.
Anais英伟达与海力士官宣多年合作计划 保障先进存储供应
英伟达CEO黄仁勋警告存储短缺"将持续数年"，随即官宣与SK海力士多年期战略合作，联合研发覆盖AI超算、个人PC到机器人全栈平台的下一代存储芯片，并锁定长期供应保障。
JinseFinanceSK海力士成了“资本家的叛徒” 三星员工大罢工
三星,人工智能,芯片,SK海力士成了“资本家的叛徒” 三星员工大罢工 金色财经,三星给了34万美元，员工说不够。
JinseFinance被暴击的SK海力士中国员工：奖金不到韩国人的5%
传SK海力士韩国员工年终奖最高超300万人民币，内部人士揭秘中韩待遇巨大悬殊，AI存储超级周期或将持续推高消费电子产品价格。
JinseFinance韩国相亲战服之王 SK 海力士如何逆袭三星？
当所有人都在追逐确定性的时候，押注一个看起来不确定的长期方向，往往才是最大的 alpha。
JinseFinance套利 MEV 机器人骗局
慢雾安全团队注意到，近期因这类骗局受损的用户数量有所增加，因此，本文将讲解该骗局的套路和分析骗子的资金转移模式，帮助用户避免落入此类骗局。
JinseFinanceNvidia supplier SK Hynix Reports Record Second-Quarter Profit Amid AI Memory Chip Demand
Nvidia supplier SK Hynix posted record profits due to strong demand for AI memory chips, plans to expand HBM production, and despite its strong financial position, it still needs to watch out for the bursting of the AI bubble.
WenJun