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蓝天bluesky_misa后援团
蓝天bluesky_misa后援团
SK海力士本季大概率不会超预期。核心拖累在于HBM4出货再度延迟：受核心客户英伟达Rubin芯片上市延后及认证延迟影响，三季度HBM4出货量继续不及最初预期，部分营收确认被推迟。同时，HBM以长期协议锁价，在传统DRAM价格飙升时，其利润弹性反而弱于同业，难以像对手那样充分享受现货涨价红利。 #SK海力士Q3财报在即，HBM4能否提振盈利？
SKHYNIX+7.29%
SKHY+4.55%
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22:43 · 10/27/26·2.79K views·Posted on OKX Orbit

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