
Post
鉑樂
#SK海力士Q3财报在即,HBM4能否提振盈利? 一句话总结:Q3 业绩大概率很好,但不是 HBM4 带来的;HBM4 真正的盈利弹性,要看四季度。
10 月 28 日,市场一致预期:营收约 98.2 万亿韩元,营业利润 76.96 万亿韩元,营业利润率接近 78%,有望再创单季新高,但利润增量主要来自通用 DRAM/NAND 涨价,而不是 HBM4 大规模放量。
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
$73,475.3+0.00%
ETH/USDTEthereum
$2,046.99+0.01%
SOL/USDTSolana
$83.06+0.01%
Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release

2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk

3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet


