三星电子于7月7日正式发布了2026年第二季度的业绩指引。该季度的销售额预计达到约171万亿韩元（约合1123.4亿美元），较去年同期74.57万亿韩元增长了129%；营业利润预计达到约89.4万亿韩元（约合588亿美元），较去年同期4.68万亿韩元增加84.72万亿韩元，同比涨幅高达1810%。

三星给出的业绩指引超过市场预期。伦敦证券交易所集团LSEG旗下SmartEstimate模型综合30家机构分析师预测，三星二季度营业利润有望达到86万亿韩元，将实现连续第三个季度刷新企业营业利润历史纪录。

Samsung Electronics' semiconductor business management strategy lead released an optimistic signal at the meeting on July 3, stating that the operating profit this year will surpass the cumulative profit of the semiconductor business since its operations began 40 years ago.

The impressive performance record triggered a stark reality on the secondary stock market, where Samsung Electronics shares experienced a dramatic plunge following the release of the guidance, opening lower and hitting a 10% intraday drop in a clear case of buyers selling the news.

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但Petra Capital Management执行合伙人Albert Yong指出，“三星的强劲盈利早已在市场的广泛预期之中，并在此前股价连续大涨中得到了充分体现。如今，投资者开始将目光转向更远的地方，他们真正担心的是这场AI狂潮的可持续性，以及美国科技巨头是否会放缓在AI基础设施上的资本支出。”

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The other side of the coin is that the crazy profits from upstream storage chips are increasing the costs of downstream terminal consumer businesses.

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Samsung Electronics and SK Hynix have jointly committed to invest up to 3200 trillion Korean won (approximately 20.7 trillion USD) in a major expansion of chip production capacity within South Korea, with Samsung planning to implement the substantial investment in stages between 2026 and 2040.

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来源：三星营业利润翻18倍股价却暴跌，市场担忧AI芯片周期变天 | 证券时报网