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ninoalluredreamer
#SK海力士Q3财报在即，HBM4能否提振盈利？ 我觉得海力士Q3可能不及预期，主要担心大家把HBM的赚钱能力想得太满。订单再多，也得看实际交付，扩产和新产线爬坡还可能推高成本。如果普通DRAM、NAND业务表现一般，整体利润就未必有想象中那么好。财报季最怕的就是公司赚得不少，市场却来一句：就这？
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