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海力士财报大概率又是创纪录的数字,营收和营业利润预计同比翻数倍。HBM4的定价谈判进展如何?长期供货协议锁定了多少产能?那笔市场期待的特别分红到底有无着落?这些问题的回复是企业能否长红到2028年的关键支撑。否则,财报超预期也只是短暂的股价反弹。
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