feld82
07-29
$南方两倍做多海力士(07709)$
和你拼了29all in
SK海力士涨超8%,两家投行齐喊$200目标价?
SK海力士今日上涨8.17%,Wolfe Research与RBC Capital同日首次覆盖、双双给出"跑赢大盘"评级和200美元目标价,HBM高带宽内存的AI需求是核心逻辑。作为英伟达HBM主力供应商,海力士被视为AI算力扩张最直接的存储受益方。但存储强周期属性下,涨价见顶风险始终高悬。两大投行同时背书,海力士的HBM红利还能兑现多久?
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。
分享至
微信
复制链接
精彩评论
丑小妖
07-30
丑小妖
今天开盘就是重锤[捂脸] 不过昨天但总好像说了到底了。个人还是小心吧
今日发达
07-29
今日发达
胆子够大
什么也没有了~
APP内打开
发表看法
2
4
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":591026927215408,"tweetId":"591026927215408","gmtCreate":1785295198706,"gmtModify":1785295200983,"author":{"id":4178522526821662,"idStr":"4178522526821662","authorId":4178522526821662,"authorIdStr":"4178522526821662","name":"feld82","avatar":"https://static.tigerbbs.com/4bea610dc2e2197e2b3212cdd09a289c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"02b208dc4eb84529b21e559d6ee34484","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SK海力士涨超8%,两家投行齐喊$200目标价?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":02b208dc4eb84529b21e559d6ee34484}&rnconfig={\"headerBarHidden\": true}","description":"SK海力士今日上涨8.17%,Wolfe Research与RBC Capital同日首次覆盖、双双给出\"跑赢大盘\"评级和200美元目标价,HBM高带宽内存的AI需求是核心逻辑。作为英伟达HBM主力供应商,海力士被视为AI算力扩张最直接的存储受益方。但存储强周期属性下,涨价见顶风险始终高悬。两大投行同时背书,海力士的HBM红利还能兑现多久?","image":"https://static.tigerbbs.com/86801be9e4df9b22f3df78b3cc5592b2"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 和你拼了29all in</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 和你拼了29all in</p></body></html>","text":"$南方两倍做多海力士(07709)$ 和你拼了29all in","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/591026927215408","repostId":0,"isVote":1,"tweetType":1,"viewCount":1362,"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":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":42,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":591346976122072,"commentId":"591346976122072","gmtCreate":1785373467832,"gmtModify":1785373472473,"authorId":3444337419887473,"author":{"id":3444337419887473,"idStr":"3444337419887473","authorId":3444337419887473,"name":"丑小妖","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":591026927215408,"objectIdStr":"591026927215408","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"今天开盘就是重锤[捂脸] 不过昨天但总好像说了到底了。个人还是小心吧","text":"今天开盘就是重锤[捂脸] 不过昨天但总好像说了到底了。个人还是小心吧","html":"今天开盘就是重锤[捂脸] 不过昨天但总好像说了到底了。个人还是小心吧","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":591038413407480,"commentId":"591038413407480","gmtCreate":1785298160289,"gmtModify":1785298164830,"authorId":3537249397283192,"author":{"id":3537249397283192,"idStr":"3537249397283192","authorId":3537249397283192,"name":"今日发达","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":591026927215408,"objectIdStr":"591026927215408","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"胆子够大","text":"胆子够大","html":"胆子够大","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/591026927215408"}
精彩评论