看多 (0)
该周期暂无看多观点。
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SKHY
SK hynix Inc. · 市场: 美股 · TradingView
- 最新收盘
- $131.79
- -21.6% 自 2026-07-10
- 观点
- 18
- 观点倾向
- 看多 17看空 1
最近 3 个月，6 位财经博主对 SKHY（SK hynix Inc.）发表了 18 条公开观点：看多 17、看空 1。讨论最多的是 Serenity、Ticker Symbol: YOU、财经观察站。
行情与观点
- 看多
- 看空
- 双向
美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
观点概览
2026-11-08 – 2026-11-14
看空 (0)
该周期暂无看空观点。
Markets should care about how much FCF is actually hitting the balance sheets, but are just indiscriminately selling off everything now. But continue rotating capital into 180x forward P/E names like CRWD.
Slightly painful, but I think the AI capex trade (specifically photonics/memory) is a generational opportunity, with extreme volatility in between. $AXTI is at 23.7x P/E on guided annualized Q4, and $SKHY makes ~$59B operating profit backed by 5Y LTAs.
Oh look… more memory durability evidence for $MU and co. Chinese CSPs are now negotiating memory LTAs with $SKHY and Samsung, some pushing for 10-year contracts into 2035.
FAQ
常见问题
财经博主怎么看 SKHY？
最近 3 个月，6 位财经博主对 SKHY（SK hynix Inc.）发表了 18 条公开观点：看多 17、看空 1。讨论最多的是 Serenity、Ticker Symbol: YOU、财经观察站。
本周谁看多、谁看空 SKHY？理由是什么？
最近 7 天没有博主对 SKHY 发表观点。最新观点：Serenity（2026-11-04，看多）：“Markets should care about how much FCF is actually hitting the balance sheets, but are just indiscriminately selling off everything now. But continue rotating…” Serenity（2026-11-02，看多）：“Slightly painful, but I think the AI capex trade (specifically photonics/memory) is a generational opportunity, with extreme volatility in between. $AXTI is at…” Serenity（2026-10-27，看多）：“Oh look… more memory durability evidence for $MU and co. Chinese CSPs are now negotiating memory LTAs with $SKHY and Samsung, some pushing for 10-year…”
哪些博主看多 SKHY？
最近 3 个月看多 SKHY 的博主：Serenity（9 条）、Ticker Symbol: YOU（3 条）、财经观察站（2 条）、美股 | 价值罗盘（1 条）、NaNa说美股（1 条）。
哪些博主看空 SKHY？
最近 3 个月看空 SKHY 的博主：NaNa说美股（1 条）。
关于 SKHY 的最新观点是什么时候？
最近一条发布于 2026-11-04，来自 Serenity，观点为看多。
这些观点从哪里来？
全部来自财经博主公开发布的视频或帖子，每条都附原始链接，并标注在 SKHY 的价格图上。本站只整理公开观点，不构成投资建议。