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我把庄家当韭菜,庄家把我当镰刀
#SK海力士Q3财报在即,HBM4能否提振盈利? Q3财报层面:盈利大概率环比继续大增,但主要靠传统存储涨价,HBM4属于加分项、不是决定性变量;如果Q3 HBM4出货超预期、良率好,财报会超预期;反之如果交付节奏偏慢,业绩依然能靠普通存储价格韧性托底。
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