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xiaoshayu
海力士的判决日，定在10月28号
下周二，SK海力士交Q3答卷。背景先摆清：它的HBM份额从一季度的58%掉到二季度50%，三星从21%追到33%，王座在晃；公司8月宣布了40万亿韩元回购注销，股价却从9月底高点回落了约三成；昨晚它还暂停了子公司Solidigm的赴美上市审查。这次财报就看两件事：HBM4的量产和定价能不能把份额抢回来，管理层对明年资本开支的口径松不松。存储股前面涨得有多猛，这份财报的容错就有多低，数字说话。#SK海力士Q3财报在即，HBM4能否提振盈利？ $SKHYNIX $BTC
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