关键大考,三巨头财报下周密集落地!

期货日报
Jul 26

下周,SK海力士、三星电子和铠侠将公布最新财报,或影响下一阶段芯片股走势。  AI算力持续爆发催生存储芯片超级景气周期,全球存储价格连续两季暴涨,HBM高端内存成为市场核心稀缺资产。下周,全球存储赛道三大核心厂商SK海力士、三星电子、铠侠将接连公布最新财报,三家企业的盈利数据、HBM出货指引、远期供需判断,将直接验证AI需求落地真实度,影响全球芯片、存储产业链下一阶段行情。当前市场多空分歧加剧,...

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