Post
Shuke17
#SK海力士Q3财报在即，HBM4能否提振盈利？
Q3 财报：“创纪录但不惊艳”；HBM4 是盈利质量的证明，不是 Q3 单季暴击的全部原因。
若电话会确认 HBM4 在 Q4 明显放量 + 2027 LTA 涨价 + 英伟达份额守稳，市场会把 SK 海力士重新按“AI 基础设施垄断供应商”定价；反之，三星追近 + Rubin 延后会让股价走“高位震荡”。
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