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逗哈哈
#SK海力士Q3财报在即，HBM4能否提振盈利？ Q3盈利大概率继续创历史新高，但HBM4短期提振有限，真正弹性更看DRAM整体涨价和Q4后HBM4放量。
维度 关键数据 结论
Q3预期 营收95万亿—101万亿韩元；营业利润74万亿—81万亿韩元 大概率继续创历史新高
HBM4现状 Q2开始量产，Q3爬坡；全年出货预期从4500亿Gb下调至4000亿Gb 对Q3有贡献，但不及最初预期
主要压力 英伟达Rubin延后；HBM4出货推迟；三星HBM份额升至33% HBM4短期利润弹性被削弱
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