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golidor
#SK海力士Q3财报在即，HBM4能否提振盈利？
社区都在看HBM4，但近期相关标的（$SKHYNIX跌近6%）的回调说明资金在避险。
预期已打满，警惕“利好出尽”！本季利润创新高是明牌，真正的胜负手在HBM4指引。如果管理层不给出超预期的资本开支上修，财报落地大概率就是短期顶
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