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星星和你
07-13

Korea Investment & Securities周一发布的一份报告预测，SK海力士最新一季营业利润可能较市场共识低8%，原因是该公司营收高度依赖HBM，而HBM价格涨幅较传统记忆

体芯片更为缓慢。

SK海力士首席执行官Kwak Noh-Jung周五接受采访时表示，存储芯片短缺现象可能会持续到2030年以后。尽管如此，记忆体制造商正竞相扩充产能，也让市场担心，一旦需求降温，获利终将受到冲击。

自2000年以来，Kospi指数累积13次触发熔断机制，其中7次发生在今年。

$美光科技(MU)$ $SK海力士(SKHY)$ $南方两倍做多海力士(07709)$ $南方两倍做多三星电子(07747)$ $韩国ETF-iShares MSCI(EWY)$ $3倍做多韩国ETF-Direxion(KORU)$

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Securities周一发布的一份报告预测，SK海力士最新一季营业利润可能较市场共识低8%，原因是该公司营收高度依赖HBM，而HBM价格涨幅较传统记忆\n体芯片更为缓慢。\nSK海力士首席执行官Kwak Noh-Jung周五接受采访时表示，存储芯片短缺现象可能会持续到2030年以后。尽管如此，记忆体制造商正竞相扩充产能，也让市场担心，一旦需求降温，获利终将受到冲击。\n自2000年以来，Kospi指数累积13次触发熔断机制，其中7次发生在今年。\n<a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美光科技\" target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK海力士\" target=\"_blank\" href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <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> <a data-mention-id=\"07747\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多三星电子\" target=\"_blank\" href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a data-mention-id=\"EWY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"韩国ETF-iShares MSCI\" target=\"_blank\" href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> <a data-mention-id=\"KORU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"3倍做多韩国ETF-Direxion\" target=\"_blank\" href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a></body></html>","htmlText":"<html><head></head><body>Korea Investment &amp; Securities周一发布的一份报告预测，SK海力士最新一季营业利润可能较市场共识低8%，原因是该公司营收高度依赖HBM，而HBM价格涨幅较传统记忆\n体芯片更为缓慢。\nSK海力士首席执行官Kwak Noh-Jung周五接受采访时表示，存储芯片短缺现象可能会持续到2030年以后。尽管如此，记忆体制造商正竞相扩充产能，也让市场担心，一旦需求降温，获利终将受到冲击。\n自2000年以来，Kospi指数累积13次触发熔断机制，其中7次发生在今年。\n<a data-mention-id=\"MU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"美光科技\" target=\"_blank\" href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> <a data-mention-id=\"SKHY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"SK海力士\" target=\"_blank\" href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> <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> <a data-mention-id=\"07747\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"南方两倍做多三星电子\" target=\"_blank\" href=\"https://laohu8.com/S/07747\">$南方两倍做多三星电子(07747)$</a> <a data-mention-id=\"EWY\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"韩国ETF-iShares MSCI\" target=\"_blank\" href=\"https://laohu8.com/S/EWY\">$韩国ETF-iShares MSCI(EWY)$</a> <a data-mention-id=\"KORU\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"3倍做多韩国ETF-Direxion\" target=\"_blank\" href=\"https://laohu8.com/S/KORU\">$3倍做多韩国ETF-Direxion(KORU)$</a></body></html>","text":"Korea Investment & Securities周一发布的一份报告预测，SK海力士最新一季营业利润可能较市场共识低8%，原因是该公司营收高度依赖HBM，而HBM价格涨幅较传统记忆 体芯片更为缓慢。 SK海力士首席执行官Kwak Noh-Jung周五接受采访时表示，存储芯片短缺现象可能会持续到2030年以后。尽管如此，记忆体制造商正竞相扩充产能，也让市场担心，一旦需求降温，获利终将受到冲击。 自2000年以来，Kospi指数累积13次触发熔断机制，其中7次发生在今年。 $美光科技(MU)$ $SK海力士(SKHY)$ $南方两倍做多海力士(07709)$ $南方两倍做多三星电子(07747)$ $韩国ETF-iShares MSCI(EWY)$ $3倍做多韩国ETF-Direxion(KORU)$","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":2,"favoriteSize":0,"link":"https://laohu8.com/post/585383942979704","repostId":0,"isVote":1,"tweetType":1,"viewCount":17864,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["07747","KORU","07709","SKHY","EWY","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":529,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}