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Crypto鱼鱼于
#SK海力士Q3营收首破100万亿韩元
Q3的真正信息不是“净利润不及预期”而是 一家营业利润率80%的公司,正在用50%以上的长期协议锁定未来三年产能。
同时加速资本开支去覆盖另一半未被锁定的需求一一需求是供应的两倍，但周期的风险恰恰藏在LTA没有覆盖的那一半里。
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