$南方两倍做多海力士_老虎社区_美港股上老虎

$南方两倍做多海力士(07709)$我现在最看好SK hynix，第一个是因为他最专注主业，我看好专注的公司，第二个是因为他有巨大的中国产能，40%DRAM在中国生产，现在这是很大加分项，只要不进口先进设备就行

SK海力士一季度营收52.58万亿韩元，净利润40.35万亿韩元，同比大增498%，远超预期29.39万亿韩元。营业利润率72%，创下单季历史最高。DRAM平均售价环比涨超60%，NAND售价环比涨超70%。预计二季度DRAM出货量环比增长高个位数百分比，NAND出货量环比增长中十几个百分比。【存储价格持续飙升，大家看好涨势延续吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":551344303984704,"tweetId":"551344303984704","gmtCreate":1775642434323,"gmtModify":1775642437282,"author":{"id":9000000000000221,"idStr":"9000000000000221","authorId":9000000000000221,"authorIdStr":"9000000000000221","name":"搞钱树","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":215,"starInvestorFlag":false},"themes":[{"themeId":"0899fc1c1e44451bbaaf287837c21e57","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SK海力士助力！存储板块还能买吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0899fc1c1e44451bbaaf287837c21e57}&rnconfig={\"headerBarHidden\": true}","description":"SK海力士一季度营收52.58万亿韩元，净利润40.35万亿韩元，同比大增498%，远超预期29.39万亿韩元。营业利润率72%，创下单季历史最高。DRAM平均售价环比涨超60%，NAND售价环比涨超70%。预计二季度DRAM出货量环比增长高个位数百分比，NAND出货量环比增长中十几个百分比。【存储价格持续飙升，大家看好涨势延续吗？】","image":"https://static.tigerbbs.com/9156b3c63415b076ba35ac80ec168229"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a data-mention-id=\"07709\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多海力士\" target=\"_blank\" href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a>我现在最看好SK hynix，第一个是因为他最专注主业，我看好专注的公司，第二个是因为他有巨大的中国产能，40%DRAM在中国生产，现在这是很大加分项，只要不进口先进设备就行</body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"07709\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多海力士\" target=\"_blank\" href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$</a>我现在最看好SK hynix，第一个是因为他最专注主业，我看好专注的公司，第二个是因为他有巨大的中国产能，40%DRAM在中国生产，现在这是很大加分项，只要不进口先进设备就行</body></html>","text":"$南方两倍做多海力士(07709)$我现在最看好SK hynix，第一个是因为他最专注主业，我看好专注的公司，第二个是因为他有巨大的中国产能，40%DRAM在中国生产，现在这是很大加分项，只要不进口先进设备就行","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/551344303984704","repostId":0,"isVote":1,"tweetType":1,"viewCount":959,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["07709"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":179,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/551344303984704"}