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Yuvi.
$000660，HBM4进入主流周期，供给优势如何兑现？SK hynix三季度营收约104.62万亿韩元、营业利润约83.33万亿韩元，并预计HBM4在四季度成为主流产品。AI服务器拉动高带宽存储需求，但客户集中、产能扩张和价格周期仍是风险。若产品按期放量且毛利率维持，领先优势验证；若客户自研、供给追上需求或良率爬坡延迟，超额利润可能回归周期水平。
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