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SK Hynix (SKHY) ☆

memory & storage · 产业指数 41 (排名 #4) · 市值 $1.1T

ⓘ 数据时效

价格: 截至 2026-10-29 指数: 截至 2026-10-29 基本面: 最新申报文件 2026-06-30 按季披露(财务数据来自 Yahoo Finance;未在 SEC 注册)

ⓘ 关于这个上市代码

000660.KS · KRX · 价格以 KRW 计价,即这个上市代码自己的报价口径——从不做任何换算.

本页其余的一切——市值、市盈率、产业指数排名、信号与已发布的跟踪记录——都是以主上市代码 SKHY 计算的,此处不再重复。在你查看这个上市代码时,它的价格完全不予显示:两者是以不同货币计价的不同证券,把它们放在同一屏上正是本页拒绝做的对比。它在 SKHY 的卡片上。

韩国存储器厂商;面向 AI 加速器的高带宽内存(HBM)主要供应商。无 SEC XBRL(韩国上市)。

信号

信号: 截至 2026-10-13

短期(约 2 周)

0%
低置信度 · 中性
置信度 0
  • 新闻— Recent sentiment 0.29 vs 120d baseline 0.20 across 4 stories.[news][news][news]
  • 期权持仓结构— Delayed per-contract options — call premium 46% / put 54% (net skew -0.09), unusualness 35/100. Context: earnings in 14 days.[options]
  • 价格动量— Technical downtrend across short horizon(s) — vote -0.76, confidence 0.39 from 7 indicator sub-signal(s).[price] · 内部推导
  • 结构性— Industry Index 40.8 (rising 1.2 over window) — structural tailwind.[index] · 内部推导

中期(约 3 个月)

24%
看多
置信度 24
  • 增长趋势— Revenue 211% YoY (accelerating), net margin expanding.[filing: revenue 2026Q2 vs 2025Q2]
  • 结构性— Industry Index 40.8 (rising 1.2 over window) — structural tailwind.[index] · 内部推导

长期(约 6 个月)

67%
看多
置信度 67
  • 增长趋势— Revenue 211% YoY (accelerating), net margin expanding.[filing: revenue 2026Q2 vs 2025Q2]
  • moat— Editorial prior (subjective, NOT backtested): narrow moat / clear_leader / strong pricing ⇒ wider/leading long-horizon tilt 0.24. Bounded, low-confidence input.[moat: Editorial moat profile — sk-hynix — narrow moat, clear_leader, strong pricing (as of 2026-01-28)]
  • 结构性— Industry Index 40.8 (rising 1.2 over window) — structural tailwind.[index] · 内部推导

查看详情

关系网络

正在加载关系图谱…
  • CXMT — 竞争对手
  • Advantest — 供应商
  • Disco Corporation — 供应商
  • FormFactor — 供应商 · 30% · 出处披露
  • Lam Research — 供应商
  • Samsung Electronics — 竞争对手
  • NVIDIA — 客户 · 60% · 编辑估算
  • ASML — 供应商 · 50% · 编辑估算
  • Micron — 竞争对手

主要关系

  • CXMT — 竞争对手 · CXMT's Q2 2026 gross margin of 87.59% drew level with the global memory leaders — TrendForce benchmarks it directly against SK hynix (83.2% in 2Q26) and Micron as China's DRAM leader rivals the incumbents, with H1 revenue up 873.64% year over year to RMB 150.3 billion. 来源:trendforce.com
  • Advantest — 供应商 · Advantest's test platforms are the reference systems for HBM at memory makers such as SK Hynix, driving ATE demand tied to AI. 来源:digitimes.com
  • Disco Corporation — 供应商 · Disco's wafer grinders and dicing saws are used by memory makers such as SK Hynix for HBM die thinning and stacking. 来源:kedglobal.com
  • FormFactor — 供应商 · 30% 依赖度 · FormFactor discloses SK Hynix as its largest customer (roughly 29.5% of revenue), supplying probe cards for HBM/DRAM wafer test. 来源:sec.gov
  • Lam Research — 供应商 · Lam Research supplies etch and deposition equipment to SK Hynix for DRAM/HBM and NAND production, and has disclosed SK Hynix among its largest customers. 来源:sec.gov
  • Samsung Electronics — 竞争对手 · SK Hynix and Samsung are the two leading rivals in the HBM and DRAM market, competing for NVIDIA HBM qualification and share. 来源:kedglobal.com
  • NVIDIA — 客户 · 60% 依赖度 编辑估算 · SK Hynix 是堆叠进 NVIDIA 数据中心 GPU 的 HBM3E 内存的主要供应商,据报道其产能已售罄至 2025 年。 来源:reuters.com
  • ASML — 供应商 · 50% 依赖度 编辑估算 · SK Hynix uses ASML EUV lithography for advanced DRAM nodes that feed HBM production. 来源:asml.com
  • Micron — 竞争对手 · Micron and SK Hynix compete in the HBM and DRAM markets; Micron's 10-K names SK Hynix as a principal competitor. 来源:sec.gov

期权持仓结构

延迟 · 汇总: 截至 2026-10-29
  • 看涨与看跌成交量:46,158 张看涨 · 39,881 张看跌 — 偏向 +7.3%,偏向看涨
  • 成交量/未平仓量周转: 0.17×
  • 权利金(名义金额代理):$23.4M 看涨 · $10.4M 看跌 — 偏向 +38.5%,偏向看涨
  • 价外偏斜:+1.7%,偏向价外看涨
  • 隐含波动率偏斜(看跌 − 看涨): -0.0%