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玊棽
#SK海力士Q3财报在即，HBM4能否提振盈利？ 以前存储是消费电子的附属周期品，需求天花板很清晰；
现在AI在持续迭代，需求是指数级往上走，大厂提前锁长协、抢HBM和高速闪存产能，是实打实的产业订单，不是单纯炒概念。
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