Morningstar analyst Jing Jie Yu said Samsung Electronics' operating profit guidance was in line with consensus, but revenue guidance of KRW171 trillion was slightly below the market average. The shortfall likely reflects smaller-than-expected DRAM price gains and could unsettle investors positioned for structurally stronger memory pricing. Samsung shares closed down 6.9%, trimming year-to-date gains to just under 150%.

2026-07-07

Morningstar analyst Jing Jie Yu said Samsung Electronics' operating profit guidance was in line with consensus, but revenue guidance of KRW171 trillion was slightly below the market average. The shortfall likely reflects smaller-than-expected DRAM price gains and could unsettle investors positioned for structurally stronger memory pricing. Samsung shares closed down 6.9%, trimming year-to-date gains to just under 150%.

其他消息
2026-07-07

Federal Reserve's Williams said falling energy prices are welcome and he expects further declines to help cool inflation.

2026-07-07

DeepSeek布局自研推理芯片,引发市场关注的并非短期订单变化,而是AI算力产业链的长期定价逻辑正在发生变化。 过去AI竞争主要围绕模型训练展开,高性能GPU凭借CUDA生态占据核心位置。但随着AI应用进入大规模推理阶段,成本、能耗和部署效率的重要性提升,针对特定模型优化的ASIC专用芯片开始具备竞争空间。OpenAI、谷歌、亚马逊等企业布局定制芯片,本质上都是希望降低对通用GPU的依赖。 对于英伟达而言,当前训练需求和高端算力优势仍然稳固,DeepSeek自研芯片也难以直接替代其核心市场。但是,每当有一个前沿实验室(如 OpenAI、Anthropic、DeepSeek)或大型云计算公司(如 Google、Amazon)决定开发属于自己的专用芯片时,这就削弱了“Nvidia 将永远成为人工智能领域唯一的选择”这一论点。