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无限天
#SK海力士Q3财报在即，HBM4能否提振盈利？ 市场一致预期（FnGuide/Infomax）：
营收约 95–101万亿韩元
营业利润约 74–81万亿韩元（均值约77万亿），营业利润率 77%–80%
环比Q2（60.5万亿）再创新高，但较3个月前预期下调约5%–6%
分歧来源：
利好：DRAM/NAND ASP继续涨（DRAM Q3环比+13%–28%）、HBM4开始确认收入
利空：英伟达Rubin平台延迟、HBM4认证/调优慢于预期、强韩元拖累韩元计价利润
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