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UKong🥷🪃
UKong🥷🪃
Influential Creator
#SK海力士Q3财报在即，HBM4能否提振盈利？ 超预期：Yes HBM4逐步放量、DRAM/NAND现货合约涨价，高附加值AI存储占比持续抬升，多家券商上调盈利目标。风险点在于市场预期已经提前打满，就算利润达标，若HBM出货、Q4 ASP指引不及想象，很容易利好兑现冲高回落，额外彩蛋是特别股息方案。
23:45 · 10/27/26·6.02K views·Posted on OKX Orbit
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