三星電子推高晶片股

三星電子憑藉著強勁的人工智慧需求帶動了半導體產業。

Samsung – Daily Chart

三星電子-日圖

在韓國交易所,三星電子週一小幅走高,並將在先前的阻力位86,000點處獲得支撐。

這家全球最大的記憶體晶片製造商在一份提交給監管機構的文件中說,即將發布的財報顯示,營業利潤將增至10.4萬億韓圓(合75.4億美元),較上年同期的6,700億韓圓成長約1,450%。

根據韓國聯合通訊社(Yonhap)報道,這一比例將達25%。三星表示,銷售額預計將成長23.3%,至74兆韓圓。

由於ChatGPT和其他生成式人工智慧產品的成功,對能夠為人工智慧系統提供動力的先進晶片的需求激增。韓國貿易部公佈的數據顯示,半導體是韓國的主要出口產品,3月出口額增加至117億美元,為近兩年來的最高水準。

「人工智慧的發展推動了對大容量固態硬碟的需求,」台北研究公司TrendForce的分析師Avril Wu表示。

穆迪評級高級信貸官員Gloria荃表示,三星“報告的巨額淨現金頭寸繼續支持其信用品質。”

三星電子將於7月10日在巴黎推出配備人工智慧功能和配件的最新智慧型手機。一款新的健康監測「智慧戒指」也將發布。

然而,週一也出現了負面消息,工人們開始了為期三天的罷工,要求提高工資。全國三星電子工會(NSEU)約有3萬名成員,佔三星韓國員工總數的四分之一。工會正在推動為加入工會的工人增加一天年假,並改變員工獎金制度。工會副主席李顯國表示,如果三星不改善目前的提議,就有可能舉行進一步的罷工。

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