那个我
08-03
哈哈哈🤣跌的时候可以是两倍三倍,涨的时候就是0.5倍[开心][开心][开心]
SK海力士涨超8%,两家投行齐喊$200目标价?
SK海力士今日上涨8.17%,Wolfe Research与RBC Capital同日首次覆盖、双双给出"跑赢大盘"评级和200美元目标价,HBM高带宽内存的AI需求是核心逻辑。作为英伟达HBM主力供应商,海力士被视为AI算力扩张最直接的存储受益方。但存储强周期属性下,涨价见顶风险始终高悬。两大投行同时背书,海力士的HBM红利还能兑现多久?
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":592667886241240,"tweetId":"592667886241240","gmtCreate":1785722490486,"gmtModify":1785722492349,"author":{"id":3445831548099450,"idStr":"3445831548099450","authorId":3445831548099450,"authorIdStr":"3445831548099450","name":"那个我","avatar":"https://static.tigerbbs.com/571cecff25a322e56f7a962e96512978","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":532,"starInvestorFlag":false},"themes":[{"themeId":"02b208dc4eb84529b21e559d6ee34484","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"SK海力士涨超8%,两家投行齐喊$200目标价?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":02b208dc4eb84529b21e559d6ee34484}&rnconfig={\"headerBarHidden\": true}","description":"SK海力士今日上涨8.17%,Wolfe Research与RBC Capital同日首次覆盖、双双给出\"跑赢大盘\"评级和200美元目标价,HBM高带宽内存的AI需求是核心逻辑。作为英伟达HBM主力供应商,海力士被视为AI算力扩张最直接的存储受益方。但存储强周期属性下,涨价见顶风险始终高悬。两大投行同时背书,海力士的HBM红利还能兑现多久?","image":"https://static.tigerbbs.com/86801be9e4df9b22f3df78b3cc5592b2"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>哈哈哈🤣跌的时候可以是两倍三倍,涨的时候就是0.5倍[开心][开心][开心]</body></html>","htmlText":"<html><head></head><body>哈哈哈🤣跌的时候可以是两倍三倍,涨的时候就是0.5倍[开心][开心][开心]</body></html>","text":"哈哈哈🤣跌的时候可以是两倍三倍,涨的时候就是0.5倍[开心][开心][开心]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/592667886241240","repostId":0,"isVote":1,"tweetType":1,"viewCount":168,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":66,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/592667886241240"}
精彩评论