Post
办大事
#SK海力士Q3营收首破100万亿韩元
**2. #SK海力士Q3营收首破100万亿韩元**
SK海力士Q3营收首次突破100万亿韩元，这个数字背后是一件事：AI 的钱，已经实打实流进存储芯片了。
过去大家盯的是 GPU，现在高带宽内存（HBM）成了新的卡脖子环节，谁能供货，谁就有定价权。
对美股的意思也很直接：AI 叙事还没讲完，接下来科技巨头财报里的资本开支，会再验证一次这条链路能走多远。
不构成投资建议
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,955.2+0.01%
ETH/USDTEthereum
$2,059.59+0.02%
SOL/USDTSolana
$83.74+0.02%
Today’s market buzz
1#After the US October CPI exceeded expectations, AI stocks and crypto trends diverged
2#Goldman Sachs predicts Anthropic's revenue will exceed $600 billion by 2030
3#NebiusAI cloud business rapid growth faces earnings report test
