Post
UKong🥷🪃
Influential Creator
#SK海力士Q3财报在即，HBM4能否提振盈利？
超预期：Yes
HBM4逐步放量、DRAM/NAND现货合约涨价，高附加值AI存储占比持续抬升，多家券商上调盈利目标。风险点在于市场预期已经提前打满，就算利润达标，若HBM出货、Q4 ASP指引不及想象，很容易利好兑现冲高回落，额外彩蛋是特别股息方案。
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
$73,898.7+0.00%
ETH/USDTEthereum
$2,059.55-0.01%
SOL/USDTSolana
$83.52-0.02%
Today’s market buzz
1#US CPI exceeds expectations, BTC falls below $74,000, liquidating over 200 million long positions
Hot
2#NebiusAI cloud business rapid growth faces earnings report test
3#Jensen Huang Involved in Chinese Spy Rumors and Controversy Over NVIDIA CEO's Future
