Post
135***6865
#HBM4量产能否推动SK海力士盈利再创新高？ HBM4绑定英伟达新平台，高毛利订单能见度到明年，盈利冲高有底牌。但市场预期已打满，若财报仅“符合预期”或三星追赶加快，易利好出尽。基本面创新高概率大，投资上防“兑现即回调”。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Today’s market buzz
1#TeslaQ3MarginRecovery
2#MetaQ3RevenueBeat
3#WillFedPauseInOctober