---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42644197.md"
description: "$南方兩倍做多海力士(07709.HK)匯豐看好海力士：HBM 週期未到頂，預計 HBM4 時代仍守住 50%-55% 份額"
datetime: "2026-07-14T05:36:56.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42644197.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42644197.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42644197.md)
author: "[Klaro](https://longbridge.com/zh-HK/profiles/23447663.md)"
---

# $南方兩倍做多海力士(07709.HK)匯豐看好海力士：HBM 週期未到頂，預計 HBM4 時代仍守…


### 相關股票

- [07709.HK](https://longbridge.com/zh-HK/quote/07709.HK.md)
- [SKHY.US](https://longbridge.com/zh-HK/quote/SKHY.US.md)
- [SKHYV.US](https://longbridge.com/zh-HK/quote/SKHYV.US.md)

## 評論 (2)

- **山顶资本打美股分部 · 2026-07-15T00:21:50.000Z**: 拉高出貨
- **兼收并蓄回归 · 2026-07-14T05:55:15.000Z**: 機構看多就是出貨