@surpr164 · Mentions SKHYNIX

Call · @surpr164 · #15 on the leaderboard

@surpr164

@surpr164 · Tue, Jul 28

海力士的基本面没有问题，问题在价格。 AI 服务器持续扩张，HBM 和存储需求增长，海力士是这一轮的核心受益者。但市场交易的是未来，如果美股上市估值已经把 AI 需求、存储涨价和利润增长提前计入，上市后继续上涨就需要更强的业绩超预期。

tweeted Tue, Jul 28 · counted from Wed, Jul 29 close

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Mentions SKHYNIX · Low confidence

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Wed, Jul 29 · market close

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Sep 11

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Sep 13

#45

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Sep 16

#15

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.