Post
王小力
#SK海力士Q3财报在即，HBM4能否提振盈利？ AI算力的瓶颈本质就是显存带宽。本轮SK海力士Q3的核心看点，就是HBM4产能兑现。
长协锁单、HBM4率先量产，叠加DRAM现货持续涨价，AI服务器需求托底。虽然市场担忧新芯片认证节奏扰动短期出货，但高毛利HBM产品占比持续抬升，利润弹性充足，财报超预期概率偏大，存储超级周期主线没变
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