SKHY
SK hynix Inc. · Technology · Semiconductors
$149.21
-7.95% 今日 · +8.90% 1W
10月30日 收盤或最新價
盤後 $149.79 +0.39% ·
解讀走勢分析10月30日 交易日
與記憶體與儲存同業同步
- SKHY 最新交易日 −7.95%，SPY −1.77%：個股自身走勢 −6.2 個百分點。
- 10月28日 收盤後公布 3Q2026：EPS $4.10預期 $6.25 (低於預期，−$2.15, −34.4%，受 $23.0B non-operating loss影響)；營收 ₩104.62T (+5.0% 優於預期)。 股價在週四交易日 -1.6%（相對 SPY -1.2 個百分點）。
- 新聞：Memory peers fell about as much as SKHY; Investing.com tied the drop to Kioxia warning NAND price surge may be ending.
- 記憶體與儲存族群 -8.6%（相對 SPY -6.8 個百分點；SNDK -13.5%，NTAP -8.8%，STX -8.0%，WDC -7.4%）：個股與同業同步。 夜盤：SK Hynix (Seoul) -7.1%，Samsung (Seoul) -3.0%。
- 後續表現，提及暴增（熱議）（10月28日）：過去 5 年 SKHY 共 5 次提及暴增，一天後上漲 2 次（共 5 次）；中間一半的結果落在 -5.2% 到 +3.0% 之間。這是歷史，不是預測。
- 過去 24 小時 Reddit 提及 5 次，本週 76% 為正面。
- 過去 10 天有 5 次分析師動作：2 次上調目標價 （中位數 +16%），1 次下調目標價 （−17%），2 次重申評等；最新：Needham 上調 $220 → $235。
- 大盤背景（週四）： Advance GDP q/q 3.4%，預期 3.2% (偏強)；Core PCE Price Index m/m 0.3%，預期 0.3% (符合預期)；S&P 期貨 +0.03%，10 年期殖利率 -2 個基點（公布後 30 分鐘內）。
- 交易活動：成交量為 20 日均量的 1.5 倍。
由 Wallsti 自身的訊號，以及 AI（Claude）解讀的當日新聞與申報文件整理而成；AI 可能誤讀，所以附上來源連結。
收盤後休市中 · 開盤
- 盤後：$149.79，較 10月30日 收盤 +0.39%，最後成交 .
- 指數期貨： 道瓊 +0.04%, S&P -0.03%, 那斯達克 -0.04%, 羅素 +0.01%.
- 收盤後有 6+ 則新聞，標示在新聞標題中。
休市期間顯示。正常交易時段外成交稀少，價格常在開盤後改變（Yahoo 財經，有延遲）。
交易活動與部位
- 成交量
- 1.5× 為 20 日均量10月30日 交易日
- 空單
- —
- 選擇權成交量
- 買權 80,364 · 賣權 55,449 (賣買權比 0.69) · 買權 1.2× 均量, 賣權 1.3×
- 隱含波動率
- 75% (+11.9 個百分點) 價平，11月6日 到期
- 選擇權隱含波動幅度
- ±8.3% 至 11月6日
連動
Memory & storage -8.6% 相對 SPY -6.8 個百分點 同步連動
新聞標題
- Who are the spillover winners from the AI export boom in Asia?
- South Korea exports surge 93.7% in October, fastest growth since 1974
- 5 Most Profitable Stocks of the Past 5 Years
- Anthropic Intends to Trade on the Nasdaq Under the Ticker ANT
- SK hynix's Solidigm Is Mulling a $45 Billion Chip Plant Investment. What This Means for SKHY Stock.
- Why Wedbush Is Betting Big on SK Hynix Stock After Earnings
- Prediction: 2 Under $1 Trillion Stocks That Will Be Worth More Than Micron 5 Years From Now
- An AI slowdown that takes some air out of the exuberance could actually extend the boom, Wall Street veteran says
- SanDisk stock tumbles as Kioxia warns on NAND price surge
- SK Hynix Just Delivered Fantastic News for Micron
- SKHY Q3 Earnings Call Highlights AI Demand and HBM4 Expansion
- Stock Market Today, Oct. 28: SK Hynix Surges on Record Q3 Results and AI-Memory Demand
- Global chipmaking, AI stocks surge on Anthropic IPO cheer
- SK hynix Gains 3% on Reported $12 Billion Special Dividend From Kioxia Stake Sale
- SK hynix Gains 4% as It Scraps $10 Billion Solidigm IPO Over “Duplicate Listing” Concerns
Memory & storage · 題材新聞
- Sandisk and Micron Slide 5% as Samsung Miss Cools Memory Rally Ahead of Sandisk Earnings; SK Hynix Falls 3%, Western Digital Dips
- Why are Micron, SK Hynix and SanDisk stocks falling on Thursday?
- Memory Mania Has Micron Back Near $1,000
- Samsung Stock Plunges After Earnings, Dragging Micron, SanDisk, and Western Digital Down Over 3% Pre-Market as Market Focuses on SanDisk Earnings
- SK Hynix Jumps 8% After a 632% Profit Surge and a $45 Billion Shareholder Pledge. Micron and SanDisk Are Riding Along.
- Earnings season for global storage giants is here! The market awaits answers on whether AI-driven demand and the current high-growth momentum can be sustained.
- Bank of America Sees 77% Upside in Micron Stock (MU) After Executive Meetings. Here’s Why
- Jensen Huang Fires Back in Berlin: Memory Oversupply by 2029 "Unlikely," Champions Long-Term HBM and LPDDR Demand
每小時從 Yahoo 財經（個股）與 Google 新聞（題材）抓取。✦ 表示 AI 解讀原因時引用的新聞。
基本資料
- 市值
- $1.05T
- 法人持股
- 1.0%
- 52 週區間
- 124.80–199.87
- 分析師平均目標價
- $260.64
- 下次財報
- 1月27日 預估
- 預估本益比
- 3.5
近期事件
新聞（AI 解讀） ▼
Memory peers fell about as much as SKHY; Investing.com tied the drop to Kioxia warning NAND price surge may be ending.新聞（AI 解讀） ▼
SK Hynix reported EPS of 4.1 versus expected 6.25, though revenue beat; Yahoo Finance headline highlights AI demand and HBM4 expansion from earnings call. · finance.yahoo.com分析師
RBC Capital reiterated Outperform, target $200新聞（AI 解讀） ▲
Fool.com reported SK Hynix posted record Q3 with seven-fold operating profit jump on AI-driven memory demand. · fool.com分析師 ▲
Needham maintained Buy, raised target $220 → $235分析師
Cantor Fitzgerald reiterated Overweight, target $250分析師 ▲
Rosenblatt maintained Buy, raised target $320 → $400財報 ▼
3Q2026 財報： EPS $4.10 預期 $6.25 低於預期 −$2.15 (−34.4%)；營收 ₩104.62T (+5.0% 優於預期)；下一交易日 -1.6% (相對 SPY -1.2)新聞（AI 解讀） ▲
Anthropic's IPO filing revived AI trade and lifted Asian chipmakers, per Investing.com. · finance.yahoo.com新聞（AI 解讀） ▲
SK Hynix announced a ₩16 trillion ($12 billion) special dividend from Kioxia stake sale proceeds, per Dong-A Ilbo. · tikr.com分析師 ▼
Cantor Fitzgerald maintained Overweight, lowered target $300 → $250新聞（AI 解讀） ▲
SK Hynix pulled its planned $10 billion Solidigm IPO, per TIKR and multiple outlets. · tikr.com