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花里胡哨的菜
#SK海力士Q3财报在即，HBM4能否提振盈利？ 乐观：良率超预期、拿到更多高价长协 → Q4起HBM4贡献快速抬升，盈利持续超预期；
• 基准：良率符合指引、稳步爬坡 → Q3利润由老产品托底，HBM4是2027年增长主线；
• 偏空：良率不及预期、客户压价、竞品放量 → HBM溢价快速收敛，盈利上行周期提前见顶。
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