看多 (0)
该周期暂无看多观点。
SKHY市场: 美股
SK hynix Inc. · TradingView
- 最新收盘
- $170.50
- +1.5% 自 2026-07-10
- 观点
- 7
- 观点倾向
- 看多 6看空 1
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
2026-10-03 – 2026-10-09
看空 (0)
该周期暂无看空观点。
Memory like $MU / $SKHY is in it's current supercycle. Demand visibility is high, and I expect photonics like $SMTC to $AAOI to cook heavily in 2027 given widespread optical shortages.
Yep, I'm personally high conviction on the AI trade (especially photonics/memory) despite macro. Memory spend hits $MU, $SNDK, Samsung, $SKHY at 70-80%+ margins, and $LITE / $AAOI / $COHR supply lasers in a shortage.
HBM is driving up China AI card prices 20-50%, which should please $SKHY, Samsung and $MU. As someone who is long memory, I'm happy about memory causing this much inflation.
