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刚刚!
#三星Q3利润预增近8倍,完整财报即将揭晓
《三星利润暴增八倍 算力硬仗才开局》
三星刚发了三季度业绩指引,营业利润同比暴增将近八倍。
账面数字看着挺吓人,管理层却破天荒给市场发了致歉信。核心卡点在英伟达供应链,高带宽内存验证一直在拖,晶圆代工线每个季度还在大把亏钱。
大宗存储涨价只能解近渴,等完整财报把各项业务拆开,这场高端算力硬仗究竟怎么打才算见分晓。 $BTC




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