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跨越阶级靠加密币
#SK海力士Q3财报在即,HBM4能否提振盈利?
现在市场定价是:AI存储把传统存储周期重构,上行周期拉长;但股价已经price in非常乐观的涨价和HBM预期,属于利好兑现压力很大的位置。
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