汇丰：SK海力士四季度业绩料创纪录

金融界01-13

来源：金十数据1月13日，汇丰分析师Ricky Seo在报告中指出，SK海力士四季度营业利润预计环比激增57%，达到创纪录的18万亿韩元，其DRAM和NAND芯片价格可能分别上涨25%和20%。他分析称，韩元兑美元走弱也可能提振了其四季度收益。作为英伟达HBM产品的供应商，SK海力士预计将继续受益于稳健出货。当前人工智能投资持续火热，加上存储芯片超级周期中旺盛的通用DRAM需求，为其提供了双重支撑...

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