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135***6865
135***6865
#HBM4量产能否推动SK海力士盈利再创新高？ HBM4绑定英伟达新平台，高毛利订单能见度到明年，盈利冲高有底牌。但市场预期已打满，若财报仅“符合预期”或三星追赶加快，易利好出尽。基本面创新高概率大，投资上防“兑现即回调”。
SKHYNIXUSDTPerp1xBuyOpen position
Trade
Floating PnL
-0.04
-0.54%
Average sub-order price917.30Mark price912.40
Snapshot at Oct 20, 2026, 09:08
09:10 · 10/20/26·5.61K views·Posted on OKX Orbit

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