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羽天779
#SK海力士Q3财报在即，HBM4能否提振盈利？ 我觉得别高估HBM4对SK海力士Q3的利润拉动。现阶段HBM4还处在送样验证阶段，出货量有限，撑不起本季度盈利。当下收益主力依旧是HBM3E。虽然AI算力需求火热，但新产线、良率打磨带来的成本前置，会吃掉不少增量利润，本季度想靠HBM4把利润推到新高难度不小。
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