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taishiro
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The key here is that strong earnings alone may not be enough to push SK Hynix higher.
The market is already pricing in the AI memory boom, so the real question is how much room there is for expectations to rise further.
HBM4 shipment growth and 2027 pricing could be the catalysts that move the needle. It’s not just about beating estimates, but proving that future growth can still exceed what the market expects.
#SKhynixQ3HBM4Earnings
八百里青禾
#SK海力士Q3财报在即，HBM4能否提振盈利？$SKHY$MU
The storage upcycle is very likely to continue until 2027-2028,
but the stock price has already priced in most of the expectations.
After the earnings report,
if there is a combination of "performance exceeding expectations but guidance being conservative",
there might be short-term profit-taking on the good news;
Conversely, if HBM4 volume and 2027 pricing exceed expectations, that will be the real new catalyst.
The performance is no surprise; the suspense lies in the guidance.
Keep an eye on the HBM4 shipment pace and next year's pricing,
these two are the decisive factors for the stock price direction.
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