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ZSUG
$SKHYNIX 兄弟们,今天终于迎来一波反弹!核心两大驱动:超跌后的修复行情 + SK海力士炸裂财报,直接带活了整个科技存储赛道。
SK海力士三季报数据大幅超预期:三季度营收突破100万亿韩元,折合人民币约5600亿;营业利润83万亿韩元,同比暴涨近7倍。
核心看点在HBM算力存储:当前HBM需求是现有供给的2倍,订单产能已经排到2029年,公司预判供不应求格局有望延续至2030年。
同时抛出重磅股东回报方案:合计100万亿韩元回馈市场,其中30万亿韩元现金分红(折合人民币约1600亿),60万亿韩元用于股份回购+注销(折合人民币3200多亿),大手笔托底股价。
受此催化,存储板块集体爆发,SK海力士、三星、铠侠涨幅接近10%,存储芯片整条产业链全线走强。
#SK海力士Q3营收首破100万亿韩元
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