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SK Hynix (SKHY) ☆

memory & storage · 產業指數 41 (排名 #4) · 市值 $1.1T

ⓘ 資料時效

價格: 截至 2026-10-29 指數: 截至 2026-10-29 基本面: 最新申報文件 2026-06-30 按季揭露(財務資料來自 Yahoo Finance;未在 SEC 註冊)

ⓘ 關於這個上市代號

000660.KS · KRX · 價格以 KRW 計價,即這個上市代號自己的報價口徑——從不做任何換算.

本頁其餘的一切——市值、本益比、產業指數排名、訊號與已發布的追蹤紀錄——都是以主要上市代號 SKHY 計算的,此處不再重述。在你檢視這個上市代號時,它的價格完全不予顯示:兩者是以不同貨幣計價的不同證券,把它們放在同一個畫面上正是本頁拒絕做的比較。它在 SKHY 的卡片上。

Korean memory maker; the leading high-bandwidth-memory (HBM) supplier for AI accelerators. No SEC XBRL (Korean listing).

訊號

訊號: 截至 2026-10-13

短期(約 2 週)

0%
低信心度 · 中性
信心度 0
  • 新聞— Recent sentiment 0.29 vs 120d baseline 0.20 across 4 stories.[news][news][news]
  • 選擇權部位結構— Delayed per-contract options — call premium 46% / put 54% (net skew -0.09), unusualness 35/100. Context: earnings in 14 days.[options]
  • 價格動能— Technical downtrend across short horizon(s) — vote -0.76, confidence 0.39 from 7 indicator sub-signal(s).[price] · 內部推導
  • 結構性— Industry Index 40.8 (rising 1.2 over window) — structural tailwind.[index] · 內部推導

中期(約 3 個月)

24%
看多
信心度 24
  • 成長趨勢— Revenue 211% YoY (accelerating), net margin expanding.[filing: revenue 2026Q2 vs 2025Q2]
  • 結構性— Industry Index 40.8 (rising 1.2 over window) — structural tailwind.[index] · 內部推導

長期(約 6 個月)

67%
看多
信心度 67
  • 成長趨勢— 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)]
  • 結構性— Industry Index 40.8 (rising 1.2 over window) — structural tailwind.[index] · 內部推導

查看細節

關係網路

正在載入關係圖譜…
  • CXMT — 競爭對手
  • Advantest — 供應商
  • Disco Corporation — 供應商
  • FormFactor — 供應商 · 30% · 出處揭露
  • Lam Research — 供應商
  • Samsung Electronics — 競爭對手
  • NVIDIA — 客戶 · 60% · 編輯估算
  • ASML — 供應商 · 50% · 編輯估算
  • Micron — 競爭對手

主要關係

  • CXMT — 競爭對手 · 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. 來源:trendforce.com
  • Advantest — 供應商 · Advantest's test platforms are the reference systems for HBM at memory makers such as SK Hynix, driving ATE demand tied to AI. 來源:digitimes.com
  • Disco Corporation — 供應商 · Disco's wafer grinders and dicing saws are used by memory makers such as SK Hynix for HBM die thinning and stacking. 來源:kedglobal.com
  • FormFactor — 供應商 · 30% 依賴度 · FormFactor discloses SK Hynix as its largest customer (roughly 29.5% of revenue), supplying probe cards for HBM/DRAM wafer test. 來源:sec.gov
  • Lam Research — 供應商 · 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. 來源:sec.gov
  • Samsung Electronics — 競爭對手 · SK Hynix and Samsung are the two leading rivals in the HBM and DRAM market, competing for NVIDIA HBM qualification and share. 來源:kedglobal.com
  • NVIDIA — 客戶 · 60% 依賴度 編輯估算 · SK Hynix 是堆疊進 NVIDIA 資料中心 GPU 的 HBM3E 記憶體的主要供應商,據報導其產能已售罄至 2025 年。 來源:reuters.com
  • ASML — 供應商 · 50% 依賴度 編輯估算 · SK Hynix uses ASML EUV lithography for advanced DRAM nodes that feed HBM production. 來源:asml.com
  • Micron — 競爭對手 · Micron and SK Hynix compete in the HBM and DRAM markets; Micron's 10-K names SK Hynix as a principal competitor. 來源:sec.gov

選擇權部位結構

延遲 · 彙總: 截至 2026-10-29
  • 買權與賣權成交量:46,158 口買權 · 39,881 口賣權 — 偏向 +7.3%,偏向買權
  • 成交量/未平倉量週轉: 0.17×
  • 權利金(名目金額代理):$23.4M 買權 · $10.4M 賣權 — 偏向 +38.5%,偏向買權
  • 價外偏斜:+1.7%,偏向價外買權
  • 隱含波動率偏斜(賣權 − 買權): -0.0%