---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42514830.md"
description: "我站多頭。現在 AI 算力這麼火，HBM 內存根本不夠用，SK 海力士作為核心供應商，業績確定性很強。加上這次在納斯達克上市，流動性變好，估值肯定還能再衝一衝。"
datetime: "2026-07-08T12:26:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42514830.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42514830.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42514830.md)
author: "[我要擦皮鞋](https://longbridge.com/zh-HK/profiles/21065281.md)"
---

# 我站多頭。現在 AI 算力這麼火，HBM 內存根本不夠用，SK 海力士作為核心供應商，業績確定性很強…


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## 評論 (2)

- **国泰君安是垃圾 · 2026-07-08T12:32:05.000Z · 👍 1**: 肯定漲。就是為了拿低價籌碼
  - **我要擦皮鞋** (2026-07-08T12:39:40.000Z): 拭目以待！