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VERSION:2.0
PRODID:-//Catalyst Calendar//CN-US Event Research//ZH
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:Catalyst Calendar
X-WR-CALDESC:Market-moving event research, reminders and post-event review.
BEGIN:VEVENT
UID:evt-samsung-2q26-earnings-hbm-memory-cycle@catalyst-calendar.local
DTSTAMP:20260720T200531Z
DTSTART:20260730T010000Z
DTEND:20260730T023000Z
SUMMARY:Samsung Electronics 2026年二季度正式业绩与HBM/存储周期指引
DESCRIPTION:三星已发布2Q26业绩指引，并确认2026年7月30日10:00 KST举行二季度业绩电话会。正式业绩将补充分部信息，是HBM、DRAM/NAND价格和AI存储周期的重要验证点。\\nImpact score: 86\\nExpected: 市场将关注半导体分部利润、HBM出货和认证进展、DRAM/NAND价格弹性、服务器存储需求与下半年供需指引。\\nAffected: 005930.KS(subject\, unknown\, score 88)\; 000660.KS(peer\, unknown\, score 82)\; MU(peer\, unknown\, score 80)\; SMH(etf\, unknown\, score 70)\; NVDA(customer\, unknown\, score 68)\\nSources: Samsung investor relations: https://www.samsung.com/global/ir/\\nSamsung IR events: https://www.samsung.com/global/ir/ir-events-presentations/events/\\nSamsung Q2 2026 earnings guidance: https://news.samsung.com/global/samsung-electronics-announces-earnings-guidance-for-second-quarter-2026\\nInformation only. Not investment advice.
URL:https://0.0.0.0:3000/?event=evt-samsung-2q26-earnings-hbm-memory-cycle
CATEGORIES:earnings\,KR\,HBM\,DRAM\,NAND\,memory\,AI server\,AI memory
SEQUENCE:0
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DESCRIPTION:Review catalyst preview: Samsung Electronics 2026年二季度正式业绩与HBM/存储周期指引
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DESCRIPTION:Complete post-event review: Samsung Electronics 2026年二季度正式业绩与HBM/存储周期指引
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