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鳗鱼
SKhynixQ3HBM4Earnings
许多人之前说HBM4的大规模生产意味着好消息已经结束,但在第二季度,海力士只交付了少量产品,实现了超过60万亿韩元的季度利润,利润率为76%,这怎么能证明好消息已经结束呢?显然,新的盈利周期才刚刚开始,现在在第三季度,HBM4的生产正式加速,普通DRAM合约价格仍在上涨,双方的财务表现都在改善,之前较小的新款英伟达显卡的出货波动也在减少。

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