SK海力士二季度运营利润9.21万亿韩元，分析师预期8.93万亿韩元。二季度销售22.23万亿韩元，分析师预期20.48万亿韩元。二季度运营利润9.21万亿韩元，分析师预期8.93万亿韩元。需求在下半年急剧修正的可能性偏低。预计2025年资本开支将在原来那些计划的基础上增长。预计三季度DRAM B/G季环比增幅将处于0%-10%区间的中下端。预计三季度NAND B/G（季环比）增幅将是有限的。

Core Viewpoint - SK Hynix reported a second-quarter operating profit of 9.21 trillion KRW, exceeding analyst expectations of 8.93 trillion KRW [1] - The company anticipates limited growth in demand for DRAM and NAND products in the upcoming quarters, with a cautious outlook for the second half of the year [1] Financial Performance - Second-quarter sales reached 22.23 trillion KRW, surpassing analyst forecasts of 20.48 trillion KRW [1] - The operating profit for the second quarter was 9.21 trillion KRW, which is higher than the expected 8.93 trillion KRW [1] Market Outlook - There is a low likelihood of a sharp correction in demand during the second half of the year [1] - The company expects capital expenditures in 2025 to increase from previously planned levels [1] Product Segment Expectations - The third-quarter DRAM bit growth is projected to be in the lower end of the 0%-10% range [1] - The third-quarter NAND bit growth is expected to be limited [1]