三星电子2026年Q2财报：在AI热潮下存储芯片量价齐升，营收171.5万亿韩元（同比+130%），营业利润89.5万亿韩元（同比+1813.8%），双创新高。半导体贡献超99%利润，HBM成绝对引擎，已连续三季破纪录。
据《华尔街日报》报道，Anthropic预计今年第二季度实现5.59亿美元营业利润，季度营收环比激增130%至109亿美元，成为全球首家盈利的前沿AI实验室，增速超越早期谷歌和脸书。核心驱动力是编码工具在企业端规模化普及及旗舰模型Claude的广泛应用。
三星电子一季度财报亮眼，营业利润飙升至57.2万亿韩元，同比涨幅超750%，创历史新高。这主要得益于人工智能领域强劲需求及存储芯片价格上涨。营收也实现增长，存储业务重回巅峰，远超市场预期。
三星电子发布一季度业绩预告，营业利润预计达57.2万亿韩元，远超市场预期，同比大幅增长。这主要得益于AI基础设施需求激增，推动公司利润实现强劲反弹。
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