【视频】别被标普500骗了：42%个股已暴跌进深渊！SK海力士要来了

海力士启动赴美上市，代码是 $SK海力士(SKHY)$ ，今天首尔收盘价定价，明天纳斯达克挂牌，参考价是166美元/份，融资来的钱回韩国建2个新厂买设备，包括荷兰的顶级光刻机。美国散户套的钱变成了韩国的厂房，生产卖给美国ai公司的芯片。需求端，路演三天，机构下单好几倍于发行量，约几千家机构认购意向70亿美元。

SK海力士利润暴增6倍却跌9%，AI存储见顶了？

SK海力士今日跌8.98%，Q2利润同比暴增六倍，却因"未及市场对AI存储的极高预期"遭抛售（Yahoo）。这份"创纪录却不及预期"的财报点燃存储恐慌：美光跌8.85%、闪迪跌14.25%；Benzinga称中国长鑫（CXMT）热潮引爆"最惨KOSPI抛售"、韩股一个月跌28%，全球芯片市值蒸发逾1万亿美元。记录级利润都托不住股价，存储超级周期真的见顶了吗？

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":583909636689936,"tweetId":"583909636689936","gmtCreate":1783586521353,"gmtModify":1783586544476,"author":{"id":3569899433800417,"idStr":"3569899433800417","authorId":3569899433800417,"authorIdStr":"3569899433800417","name":"Alan聊特斯拉","avatar":"https://static.tigerbbs.com/e551c513d687d0c7013cce40c61bdb7a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":9119,"starInvestorFlag":false},"themes":[{"themeId":"02b208dc4eb84529b21e559d6ee34484","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SK海力士利润暴增6倍却跌9%，AI存储见顶了？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":02b208dc4eb84529b21e559d6ee34484}&rnconfig={\"headerBarHidden\": true}","description":"SK海力士今日跌8.98%，Q2利润同比暴增六倍，却因\"未及市场对AI存储的极高预期\"遭抛售（Yahoo）。这份\"创纪录却不及预期\"的财报点燃存储恐慌：美光跌8.85%、闪迪跌14.25%；Benzinga称中国长鑫（CXMT）热潮引爆\"最惨KOSPI抛售\"、韩股一个月跌28%，全球芯片市值蒸发逾1万亿美元。记录级利润都托不住股价，存储超级周期真的见顶了吗？","image":"https://static.tigerbbs.com/86801be9e4df9b22f3df78b3cc5592b2"}],"images":[],"coverImages":[],"title":"【视频】别被标普500骗了：42%个股已暴跌进深渊！SK海力士要来了","html":"<html><head></head><body>海力士启动赴美上市，代码是 <a data-mention-id=\"SKHY\" class=\"teditor-mention\" data-mention-name=\"SK海力士\" href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> ，今天首尔收盘价定价，明天纳斯达克挂牌，参考价是166美元/份，融资来的钱回韩国建2个新厂买设备，包括荷兰的顶级光刻机。美国散户套的钱变成了韩国的厂房，生产卖给美国ai公司的芯片。需求端，路演三天，机构下单好几倍于发行量，约几千家机构认购意向70亿美元。\n<video poster=\"https://static.tigerbbs.com/037b5db5fbb969af576174213b4dd654\" tg-width=\"640\" tg-height=\"360\" class=\"ql-video\" controls=\"true\" id=\"te-video-uc2el0g6mrd8pz60\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/b9c9e4b65001834810991415420/jMEqlpGWv24A.mp4\">\n</video>\n</body></html>","htmlText":"<html><head></head><body>海力士启动赴美上市，代码是 <a data-mention-id=\"SKHY\" class=\"teditor-mention\" data-mention-name=\"SK海力士\" href=\"https://laohu8.com/S/SKHY\">$SK海力士(SKHY)$</a> ，今天首尔收盘价定价，明天纳斯达克挂牌，参考价是166美元/份，融资来的钱回韩国建2个新厂买设备，包括荷兰的顶级光刻机。美国散户套的钱变成了韩国的厂房，生产卖给美国ai公司的芯片。需求端，路演三天，机构下单好几倍于发行量，约几千家机构认购意向70亿美元。\n<video poster=\"https://static.tigerbbs.com/037b5db5fbb969af576174213b4dd654\" tg-width=\"640\" tg-height=\"360\" class=\"ql-video\" controls=\"true\" id=\"te-video-uc2el0g6mrd8pz60\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/b9c9e4b65001834810991415420/jMEqlpGWv24A.mp4\">\n</video>\n</body></html>","text":"海力士启动赴美上市，代码是 $SK海力士(SKHY)$ ，今天首尔收盘价定价，明天纳斯达克挂牌，参考价是166美元/份，融资来的钱回韩国建2个新厂买设备，包括荷兰的顶级光刻机。美国散户套的钱变成了韩国的厂房，生产卖给美国ai公司的芯片。需求端，路演三天，机构下单好几倍于发行量，约几千家机构认购意向70亿美元。","highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/583909636689936","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"4a5a9d36d79c4cbe804310acce0c51f0","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/b9c9e4b65001834810991415420/jMEqlpGWv24A.mp4","poster":"https://static.tigerbbs.com/037b5db5fbb969af576174213b4dd654","desc":""},"viewCount":15542,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SKHY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":274,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/583909636689936"}