Post
鉑樂
#SK海力士Q3财报在即，HBM4能否提振盈利？ 一句话总结：Q3 业绩大概率很好，但不是 HBM4 带来的；HBM4 真正的盈利弹性，要看四季度。
10 月 28 日，市场一致预期：营收约 98.2 万亿韩元，营业利润 76.96 万亿韩元，营业利润率接近 78%，有望再创单季新高，但利润增量主要来自通用 DRAM/NAND 涨价，而不是 HBM4 大规模放量。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$65,443.7-0.05%
ETH/USDTEthereum
$1,835.71-0.05%
SOL/USDTSolana
$73.67-0.08%
Today’s market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate
2#US October PPI year-on-year 6.5% below expectations
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion
