SK海力士回击高盛,直言HBM前景光明

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公众号记得加星标⭐️,第一时间看推送不会错过。来源:内容编译自businesskorea。SK海力士7月24日的财报电话会议重点关注了该公司HBM市场的前景。此前,全球投资银行高盛近期将SK海力士的投资评级从“买入”下调至“中性”,理由是HBM行业竞争加剧。7月17日,高盛报告发布后,SK海力士股价暴跌8.95%。SK海力士以“未来HBM需求毋庸置疑”的口吻,打消了市场担忧。该公司解释道,随着AI...

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