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富仔说币圈
SK海力士三季度销售额104.62万亿韩元,还放话2026年股东回报总规模要做到100万亿。存储这波景气,数字直接拍脸上,不接受反驳。
SNDK合约现在1310附近晃,24小时涨了快3%,低点1254拉上来没回过头。这轮真不是炒概念,HBM和企业级SSD是实打实出货。
之前我一直担心内存周期见顶,这业绩出来我认错,顶还没到。但涨到这个位置追是不追了,回踩再说。
#本周将公布10月FOMC利率决议
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