William_jd
08-06
$南方两倍做多海力士(07709)$
谁能解释下这价格是怎么回事儿,跌的时候是好几倍,涨的时候不如正股。看不懂
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。
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poni
08-07
poni
看不懂你还玩?还不跑?
开城门迎闯王
08-06
开城门迎闯王
三倍
什么也没有了~
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