海力士刚开了电话会，_老虎社区_美港股上老虎

你懂的盼

04-23

海力士刚开了电话会，说得直白：未来三年客户对HBM的需求远远超过我们能供的。DRAM和NAND供应增速都在掉，价格上行周期会比以前长得多。三星那边还掉链子了，下一代HBM量产推迟。对手拉胯，剩下几家更抢手。

三星、海力士巨震！回调or上涨，你更看好？

周一韩国股市巨震，当前韩国KOSPI指数转涨，扭转了此前4.7%的跌幅；权重股三星电子涨超4%，SK海力士涨1.5%。港股方面，南方两倍做多三星电子现拉升涨近4%。【大涨后的调整，大家觉得三星、海力士现在企稳了吗？还能否“追高”？】

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