조선일보 · 10-08 12:19 KST
Samsung Electronics posted a record 100 trillion won profit yet its shares fell, reflecting concerns that the memory cycle may be peaking. As a peer, SK Hynix could face sentiment-driven pressure, and investors should watch for valuation pullback risk across the memory sector.
on.cc東網 · 10-08 11:53 KST
Samsung expects Q3 operating profit to jump nearly 8x year-on-year as AI drives chip growth, signaling a memory upcycle. As SK Hynix's main rival, Samsung's improvement confirms robust AI storage demand, a positive read-across for Hynix shares, though it may also intensify market-share competition.
TradingKey · 10-08 09:46 KST
Samsung's Q3 profit rose nearly 8-fold year-on-year to a record, boosting memory stocks as SK Hynix gained about 1% and Kioxia nearly 4%. The results confirm robust AI memory demand and support Hynix via sector momentum, though limited gains suggest expectations were partly priced in.
TradingKey · 10-08 09:46 KST
Samsung's Q3 profit surged nearly 8-fold year-on-year to a record, lifting memory-sector sentiment as SK Hynix rose about 1% and Kioxia gained nearly 4%. The strong results confirm the AI memory boom, though modest gains suggest much is already priced in.
群益期貨 · 10-08 09:40 KST
Samsung's quarterly operating profit topped 100 trillion won, a record, underscoring the AI memory-driven industry boom. As the sector leader, its strong earnings reinforce the memory upcycle narrative and provide sector-level support for SK Hynix shares, though shifting competition bears watching.
뉴스1 · 10-08 09:33 KST
Samsung ended slightly lower despite posting 107 trillion won in operating profit, while SK Hynix edged up, suggesting expectations for the memory leader were already fully priced in. Hynix's relative resilience signals investor preference, and continued HBM and AI memory momentum should support the stock.
조선일보 · 10-08 09:30 KST
Samsung posted roughly 10 trillion won in profit but its shares failed to rally, fueling talk of a so-called PGR trend. That suggests investors are weighing future HBM competition over current earnings, indirectly shaping sentiment toward peers like SK Hynix.
조선일보 · 10-08 09:21 KST
Samsung Electronics has entered the 100 trillion won operating profit era, yet its shares fell, spotlighting memory-cycle and expectation gaps. As a peer read-across, this could sway sentiment toward SK Hynix shares.
鏈新聞 ABMedia · 10-08 09:12 KST
Samsung's Q3 operating profit surged roughly 8x year-on-year to a record high, driven by explosive AI memory demand. The strong memory cycle supports a positive backdrop for SK Hynix shares, though intensifying competition remains a risk.
鉅亨網 · 10-08 09:10 KST
Samsung's Q3 operating profit soared 782%, surpassing 100 trillion won for the first time ever, as AI memory demand exploded across the board. The data confirms a memory supercycle, a strong tailwind for SK Hynix shares, though Samsung's capacity expansion could add supply pressure.
富途牛牛 · 10-08 08:37 KST
Samsung's preliminary results show Q3 operating profit up nearly eightfold year-on-year, topping 100 trillion won for the first time and confirming a persistent memory shortage. As a strong industry signal, it is clearly positive for SK Hynix shares.