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韭菜9999
#SK海力士Q3财报在即，HBM4能否提振盈利？ SK海力士Q3利润大概率再创新高，但主要靠通用DRAM和NAND涨价拉动，HBM4短期贡献有限，真正提振盈利要看Q4到2027年放量。
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Today’s market buzz
1#NVIDIA contacts Arm CEO Haas, internally predicting new CEO candidate
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3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion
