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自由的风11
#SK海力士Q3财报在即,HBM4能否提振盈利? Q3利润核心看HBM3E+DRAM涨价。HBM4还在爬坡,本季很难拉动盈利,看点是管理层给出的明年放量节奏,同时要警惕三星的追赶压力。
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