【视频】别被标普500骗了：42%个股已暴跌进深渊！SK海力士要来了

海力士启动赴美上市，代码是 $SK海力士(SKHY)$ ，今天首尔收盘价定价，明天纳斯达克挂牌，参考价是166美元/份，融资来的钱回韩国建2个新厂买设备，包括荷兰的顶级光刻机。美国散户套的钱变成了韩国的厂房，生产卖给美国ai公司的芯片。需求端，路演三天，机构下单好几倍于发行量，约几千家机构认购意向70亿美元。

SK海力士周三财报，HBM霸主会受到长鑫科技冲击吗？

SK海力士将于本周三（7/29）盘前公布财报，作为HBM高带宽内存龙头，其AI存储订单与涨价持续性是核心看点。但SeekingAlpha称"这是个艰难的判断"，且一家850亿美元的中国DRAM新贵长鑫科技本周一开始交易，供给格局生变引发估值担忧。财报前股价已剧烈波动。HBM超级周期还能走多远，还是产能拐点将至？

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