
Post
Davey Wong
#三星Q3利润预增近8倍,完整财报即将揭晓
“超预期”这句得打个括号:107.4 万亿高于 LSEG 的 106.1,但低于彭博分析师均值 108.7。同一份财报,用谁的预期算,结论就反过来。
所以今晚分部门数据我更关心一件事:利润是 HBM 真涨出来的,还是 DRAM 涨价顶上去的?
#三星电子 #HBM #存储芯片
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