The Analysts

@unclestocknotes

@unclestocknotes · Mon, Aug 31

Unclestocknotes@Unclestocknotes
根據郭大分析師的分享，我相信是產業鏈受益方向 1. HBM4 供應商—CPX 從 GDDR7 全面轉向 HBM4，直接擴大 HBM4 的總搭載量(即使單顆容量低於 Rubin 的 288GB)。SK Hynix、Samsung、Ｍicron，三家都是受益者，HBM4 的滲透率可能比原先預期更高，舊版 CPX 用 GDDR7 完全不吃 HBM，新版全面改變。 2.
4d agoview on X ↗

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Read as

Long ASX, Long AMKR, Long LITE, Long COHR · High confidence

Confidence

High0.93

Counted from

Tue, Sep 1 · market close

Rank since this call

—

Sep 1

—

Sep 2

—

Sep 3

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