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顺势而为1123
#SK海力士Q3财报在即，HBM4能否提振盈利？ 大概率贴近共识预期；如果HBM4顺利放量+存储现货涨价强，则有机会小幅超预期；如果HBM4继续延期，容易低于预期。 二季度已经出现过“利润绝对值历史新高，但不及一致预期”的情况，这一点要重点留意
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