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#SK海力士Q3财报在即，HBM4能否提振盈利？ 已经落地40万亿韩元回购注销，年底财报重点看自由现金流、分红指引；资本开支定在40万亿韩元附近，管理层强调“有纪律的扩产”，不是盲目砸钱，优先HBM先进封装、1c DRAM、321层NAND，321层NAND年底本土产能占比目标到50% 。
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