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wesley教授
Influential Creator
海力士三季报出来了,数字很烫:管理层说内存短缺要撑到2030年,四季度HBM4直接成主力,2027资本开支还要大幅加码,27、28两年的长约已经锁了超过一半产能,外加上百亿美金的特别股息。盘后股价直接涨了两个多点。
下面这张,是我扛进财报夜的存储空单,此刻正带着浮亏。我不装,这份财报是实打实的好看。
但一笔高信念的空,赌的从来不是今晚这一个数字,是AI这整条融资链能不能永远靠别人的钱给自己定价。失效线我进场前就写死了,没到之前,这点浮亏只是持仓成本,不是判决书。
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