问月wmoon | StableStock🐳 @_wmoon
Temporary custodian of global quality assets ‣ Cooking @stablestock Opinions are my own. Not financial advice. t.me/wmoon_eureka monologue 👉 Joined December 2018-
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@0xTykoo 我就是成都七中的🤣 校友仙之人兮列入麻,有很大一个原因是,相比同市的其他高中,学校给了极大的自由发展空间 当年流传一句俗语,四中情场,七中游乐场,九中考场。用来调侃成都四七九截然不同的校园文化与学风
@jukan05 Not for sale 😏 we're giving them out — win it, don't buy it x.com/StableStock_CN…
SK 海力士不斷刷新高點 HBM 把整個韓國半導體一路往上抬 而 StableStock 正逐漸成為許多人 用穩定幣接觸韓國資產的入口之一 這次送上一波福利 回饋同行的大家 🎁 送出 5 份韓國資產禮包 每份禮包包括: · CSOP 限定 海力士背心 ×1 · 100U 等值韓國 ETF ×1 來一起說說
@BroLeon 土澳真实植物天堂啊,我家幼年龟背竹啥时候能结果
学习、研究和输出内容是我打磨世界观的日拱一卒 投资是对自身世界观的投票 你如何理解世界运行的规律 最终都会映射到你的资产配置、风险偏好 以及面对市场波动的反应上 如果一个人输出的内容是 AI 万岁,科技引领未来 但是落到投资上却表现为 “套住了就不卖”、“赚钱了就要做波段” 科技股都是瞎炒,市场是笨蛋 那么关注他一定对你无益 脱离「投研-输出-投资-验证」 的正向成长螺旋 进而斩获巨额亏损 只是时间问题
@_TAOLIMAO @NFTMILK 给时间线带来一些上涨的绿色
@dov_wo 便宜的东西真有便宜的道理 x.com/_wmoon/status/…
昨天美国国防部更新CMC (中国涉军企业) 名单 新增了药明康德、阿里巴巴、百度、比亚迪、蔚来等 名单已扩展至188家关联实体,较去年增加近50% 消息引发对应港美股票价格不同程度的下跌 去年在蔚来ES9上市前夕交易过一段时间 $NIO 彼时对中概原罪感受还不真切 >
@snowmawer @OndoPerps 欢迎体验 @StableStock 我们目前支持杠杆现货,日内0息 可以用小资金提供2-10x现货腿,拉大资利用率 原来套利需要100u买现货,现在杠杆可能只需要25u就可以达到同等效果
@0xBai_ @sun_xinjin 港股 07709 海力士风味股,也是海力士 SS股友们都持有 2 个月了
@memekiller365 @StableStock @ZixiStablestock @StableStock_CN @ProShares 加油啊,肯定会出etf的
@Pxstar_ 每个个体的 portfolio 就像叙事,兴起之时千百倍也不为过 但全年收益就像价值,年尾总结,跑赢大盘就很棒了 扬起的尘土最终会落下,回归价值 「经营得不错」对人和企业都是最高评价
海力士开始把部分 HBM 产能转回普通 DRAM HBM 需求萎缩了吗? 直接给结论:没有 恰恰相反,这是海力士眼下利润最大化的选择 >> 因为普通 DRAM 现在比 HBM 更赚钱 而 HBM 扩产又不着急 根据《朝鲜日报》今天的报道 海力士正在放慢第 HBM4 的扩产 把一部分原定从 HBM3E 转向 HBM4 的产线 重新分配去做供给紧张的普通 DRAM 该报给出的理由是 海力士 HBM 营收占比已超过 40%、领先优势稳固 与其在 HBM 上继续砸产能打扩张战 不如转去利润更高的普通 DRAM 多赚一笔 有两个反直觉的原因 1️⃣普通 DRAM 此刻比 HBM 还赚 根据《朝鲜日报》报道 截至 2026 年第一季,普通 DRAM 每 Gb 单价仍低于 HBM > 但两者营业利润率的差距已经反转 普通 DRAM 反超 HBM 15% 以上 同一篇报道引述 Daishin Securities 的预测 普通 DRAM 的营业利润率年内理论上限可冲到 90% 对照海力士自己的盈利水平 当季整体营业利润率约 72%、创下纪录 而现在普通 DRAM 的利润率比这还猛 过去两年,三大厂为了利润更高的 HBM 把晶圆产能大量挪去做 HBM > 普通 DRAM 长期供给不足、如今暴缺 根据海力士 2026 年第一季财报 当季 DRAM 平均售价环比上涨约 60% 多 根据 TradingKey 援引机构预期 第二季合约价预计再环比涨 50–70% 单季营业利润有望达 60 兆至 70 兆韩元 成本低、价格猛 涨上去的部分几乎全部沉进利润 把产能挪向利润率更高的产品,是最直接的算账 这里还有个放大器—— 根据 TrendForce 2025 年 12 月的估算 1GB HBM 占用的晶圆面积,约等于 4GB 普通 DRAM 美光也曾给过约 3:1 的换算比 意思是:每把一片晶圆从 HBM 转回普通 DRAM 释放出来的可售 bit 是 3–4 倍 HBM 产能分一部分给 DRAM DRAM量和价,一起往上走 《朝鲜日报》那篇还引述消息人士 >> 管理层无法忽视竞争对手三星正靠普通 DRAM 而非 HBM 赚取巨额利润 三星先示范了,海力士跟进 一哥之争,素来如此 2️⃣ HBM4 这一代的份额已经锁定,不必再抢 根据投行 KeyBanc 4 月的报告 当时因 HBM4 验证延迟 英伟达把今年 Rubin 产量目标 从 200 万颗下修到约 150 万颗 但到了 6 月,验证这关已经过了 黄仁勋在首尔确认 御三家都已通过 Vera Rubin 平台的 HBM4 供货认证 Rubin 已进入全面量产、预计三季度交付 关键是份额—— 韩联社 1 月的报道 > 英伟达 Rubin 的 HBM4 接近 70% 给海力士 高于此前刚过 50%的预期 海力士的大批量付费样品已无障碍通过最终验证 换句话说 HBM4 这代,海力士该拿的份额已经基本到手 既然认证过了、份额也锁了 > 就没有理由再为这代猛砸产能打扩张战 腾出来的边际产能,正好拿去做当下更赚的普通 DRAM 援引高盛的判断也是同一个意思 海力士守住 HBM3 / HBM3E、HBM4 的主导份额就够了 不必再卷扩产竞赛 >> 那 HBM 到底凉没凉?现役这代,旺到不行 根据 TrendForce 的数据 2026 年上半年 Blackwell 需求大增 英伟达上调出货目标、还增加了 HBM3E 订单 同时才下修 Rubin 排程 所以需求侧的真相是 HBM3E 满产抢货,HBM4 份额已定、等客户平台放量 真正要盯的变量,退到了下一代 HBM4E 根据 Hankyung 1 月的报道 三星用 1c 制程抢跑、并在 HBM4 报价上与海力士拉平 此前其 12 层 HBM3E 报价低约 30% HBM4E 这一代 才是海力士、三星下一轮真正的胜负手 所以回到开头那个问题 海力士转产 DRAM,不是 HBM 需求萎缩的信号 HBM4 份额已经锁定,普通 DRAM 当下又更赚 HBM3E 还在满产 海力士只是把边际产能,放到了当下最赚钱的地方
SK Hynix Throttles HBM4 Production… Seeks Additional Profit by Expanding Supply Constrained Commodity DRAM SK Hynix is moderating the pace of its sixth generation high bandwidth memory (HBM4) ramp and placing greater weight on capturing the commodity DRAM market. With its HBM revenue share already exceeding 40 percent and an overwhelming lead established, the company is reallocating resources toward securing additional profit from commodity DRAM, where supply shortages are acute, rather than engaging in an aggressive capacity expansion race. According to industry sources on the 23rd, SK Hynix is reportedly delaying somewhat the conversion of some fifth generation HBM (HBM3E) production lines that were originally slated to switch to HBM4. The aim is to expand its ability to respond to the commodity DRAM market, which currently posts higher operating margins than HBM, in order to secure additional profit. The industry view is that, having already established a solid position in the HBM market, the company sees no need to rush its transition to HBM4 and HBM4E (seventh generation HBM). Behind this strategic shift lies a reversal in profitability between commodity DRAM and HBM. As of the first quarter of this year, the per gigabit (Gb) price of commodity DRAM still falls short of HBM, but the operating margin gap is estimated to have already widened to more than 15 percentage points (P). Daishin Securities forecasts that commodity DRAM operating margins could rise to a theoretical maximum of 90 percent within the year. A source familiar with SK Hynix said, "From the standpoint of SK Hynix management, they cannot ignore the fact that a competitor (Samsung Electronics) is already earning enormous profits from commodity DRAM rather than HBM." The source added, "SK Hynix's HBM4 is still undergoing NVIDIA's quality certification process, and production forecasts for NVIDIA's next generation chip 'Rubin,' which will carry HBM4, are trending downward, so there is no reason to accelerate the HBM transition." The view from overseas investment banks (IB) also supports this trend. Goldman Sachs assessed that it would be sufficient for SK Hynix to maintain a dominant position of more than 50 percent in HBM3 (fourth generation HBM) and HBM3E (fifth generation HBM) at least through 2026. Morgan Stanley pointed to memory wide pricing cycles, rather than a defense of HBM share, as the key driver of SK Hynix's value, and raised its earnings estimates by 56 to 63 percent on the basis of a forecast that DRAM average selling prices will rise 62 percent in 2026. Indeed, in its first quarter earnings release SK Hynix stated that DRAM average selling prices (ASP) rose in the mid 60 percent range, and it presented a plan to focus on meeting demand for high density server modules and mobile products. Its signing of a three year DDR5 supply agreement with Microsoft (MS) is also interpreted as a move to secure long term earnings visibility in commodity DRAM. On the other hand, as SK Hynix moves to adjust HBM4 volumes, the possibility of a share gain by its competitor Samsung Electronics is also growing. According to Counterpoint Research, SK Hynix's HBM market share stood at 57 percent in the fourth quarter of last year but is increasingly seen as likely to shrink, and some observers suggest that if Samsung Electronics succeeds in mass producing HBM4 in the second half of this year, SK Hynix's share could fall to the 50 to 60 percent range.
@y_cryptoanalyst 还是得看客户的定位和需求 我们 @StableStock 是直接下场投放的,投放近期合作的比较多的是 垂直转双栖的类型 为了触达有真实需求的用户,而不只是时间线上看个热闹,还要叠加粉丝决策影响力的属性 以及投放在创作者的长青内容频道,比如substack和tg channel,适合阅读并且不会被时间线冲走
今天海力士正股上涨 5% 为什么 07709 港股上涨 16% 呢 聪明的你会抢答了
有没有注意到海力士正股涨了 16% 但是港股两倍杠杆 07709 没有对应涨 32%? >> 原因全在于韩股比港股早1个半小时收盘 在这段真空时间 韩股收盘之后港股的价格直接受供需关系影响 自然会产生折溢价 折溢价率可以在港交所 CSOP官网看到 第二天开盘之后mm会通过报价机制抹平折溢价
关于韩国国运牛市深入浅出的一篇好文 其中提到了"韩国行情"持续需要的三个条件 1. AI的长期属性仍在 2. 半岛地缘风险不发生实质性升级 3. 供应链友岸化趋势长期化 条件3是近年逆全球中最明显的趋势 >> 也是韩国半导体能继续领取山姆大叔红利的原因之一 友岸外包(friend-shoring) 指的是把供应链、产能 > 从成本最低的地方转移到可信赖的盟友国家 这个概念是 22 年由前财长耶伦推火的 因为疫情和俄乌战争暴露了一个问题 供应链过度集中在少数国家(尤其中俄) 一旦地缘冲突 关键物资(芯片、能源、稀土)随时可能断供或被当武器 所以与其只追求最低成本 > 不如把供应链放到价值观相近、不会跟你翻脸的盟友手里 > 于是我们就看到了供应链侧的变化 美国《芯片法案》拉着台积电去美国建厂 联合日韩荷搞半导体友岸联盟 美国推动稀土、电池供应链转向澳大利亚、加拿大等盟友 中国占美国进口的份额断崖式下滑 2017 年见顶约 21%,到 2024 年底降到约 13% 这一水平已经回到 2007 年、全球金融危机之前 承接方主要是近岸/友岸国:越南、墨西哥等 各自抢下约 2 个百分点的美国进口份额 > 投资侧还有友岸化最干净的证据 根据IMF的数据 跨阵营的贸易和 FDI 分别比 阵营内部的流动多下降了约 12% 和 20% 半导体上的友岸化 > 主要是韩国企业把产能投向美国 而不是钱流进韩国 三星投资超 370 亿美元在德州 Taylor 建两座先进晶圆厂 + 研发中心 海力士在印第安纳 West Lafayette 投 38.7 亿美元建美国首座 HBM 先进封装厂 获 4.5 亿美元 CHIPS 补贴 目标 2028 投产,客户包括英伟达、AMD、谷歌 韩国作为盟友圈唯一可靠的先进 AI 存储来源 三星/海力士通过赴美建厂 > 深度嵌入盟友供应链、换取客户绑定和政治善意 回到开头那三个条件: AI 长期属性、半岛不失控、友岸化长期化 三条同时成立,韩国行情就还在 友岸化是其中最确定的一条 逆全球化的方向短期不会逆转 所以我继续看好三星和海力士 AI 超级周期给量价 韩国 Value-up 改革给重估 供应链友岸化给一条非盟友分不走的护城河
Doobro Alpha @doobroCN
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10K Followers 2K Following 现实:父亲/丈夫/儿子 我比你难 老韭菜 领域:空投 AI 美股 Youtube频道:https://t.co/5JafXkBYnV 所有内容不构成任何投资建议 #DYOR
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140K Followers 1K Following SemiAnalysis Boutique AI Infrastructure Research and Consulting DMs are open for consulting, quotes, or to talk shop, Opinions my own
Balder @Balder13946731
31K Followers 660 Following Part-time Trader|Not Financial Advice|Our free Community https://t.co/sQlCkImMJ7 | Subscribe for $5 to receive key information updates and direct reply!
挖矿小企鹅|进... @Goupenguin
58K Followers 2K Following Ai | Talkshow | Crypto | 传统金融 | 进群私信 魔法链接→https://t.co/Tt3zI2iNkj 币安https://t.co/FS2FLFUZ8s
0xzhaozhao @0xzhaozhao
74K Followers 4K Following 你的仓位,就是你的人生!|Focus on AI & Stock ETFs 用推文记录人生|英语学习・链上交互・美股 AI 赛道 Telegram:zhaozhao1113 💗🏁 #OKX Web3|你的 Crypto 首选!畅游130+公链,极速交易热门Meme,工具全能
李傻根 MORE MONEY @v3wanu
19K Followers 201 Following 不 365 X 24 想着搞钱,和咸鱼有什么区别。 玩美港股+币圈合规出金走卓锐: https://t.co/I5ALoagIHB
Jim Fan @DrJimFan
471K Followers 3K Following NVIDIA Director of Robotics & Distinguished Scientist. Co-Lead of GEAR lab. Solving Physical AGI, one motor at a time. Stanford Ph.D. OpenAI's 1st intern.
宝玉 @dotey
228K Followers 2K Following AI Engineer, dedicated to learning and disseminating knowledge about AI, software engineering, and engineering management.
最爱吃兽奶的兔... @0xMilkRabbit
13K Followers 528 Following 2018 年入场的小韭菜一枚|宏观·币圈·美股|中华田园半吊子买菜经济学🐰|BTC holder|纳斯达贷还款者 | @theNextDAO 🦊|大厂后端程序员|跆拳道黑带 & 古典舞十级选手 ❀
rick awsb ($people, $... @rickawsb
148K Followers 12K Following 瞎读书,乱解释,买啥亏啥,宏观小学生,政经评论外卖员,正在ai中慢慢迷失自我,crypto holder, defi farmer, not financial advice 非投资建议
Jingle Bell 初号机 @ScarlettWeb3
41K Followers 3K Following Don't Trust, Verify | Manager of the Blockchain Community at Bytedance 字节跳动区块链交流社区负责人(非官方) | All in AI | Coding|Growth @Agentese_AI
罗永浩 @luoyonghao
267K Followers 70 Following
勃勃OC @bboczeng
219K Followers 739 Following 美股投资日报:https://t.co/8rs6JWg78E,免费订阅即可阅读,东半球最理性的基本面分析与市场总结;仅需$5一月,加入会员群共同讨论、分享和进步。入群链接见网站首页右上角“会员项目”板块。会员群不喊单不带单。推文和博客为个人意见,Not Financial Advice
Eva 树姐👧🏻 @EvaCmore
72K Followers 3K Following 研究 AI 如何变现|AI交易 | SUI Builder 项目投研 |美股与链上机会记录 |合作可DM 🌱新人首选,安全简单,一站式链上链下交易平台 OKX➤https://t.co/haEuJlY8IO 🌕#Binance 近3亿用户的共同选择,启程Web3就在币安➤https://t.co/uwffD2msUi
熹米周期轮动�... @ximihoo1
14K Followers 73 Following 专注周期资产轮动 |技术分析+宏观观察 🌐免费交流群:https://t.co/FfKpg5B0LB 🌐会员群(付费咨询):https://t.co/Cx4TpuEY3Z 🌐商务合作(广告赞助):https://t.co/Cx4TpuEY3Z
Haotian | CryptoInsig... @tmel0211
49K Followers 3K Following 独立研究员| Advisor @ambergroup_io | 特约研究员 @IOSGVC| 硬核科普 | Previously:@peckshield | DMs for Collab
Jeff Pu @sssjeffpu
34K Followers 48 Following Tech Enthusiast. 20 years tech equity research + industry.
Ray Wang @rwang07
30K Followers 2K Following Analyst @SemiAnalysis_ / fundamental research on AI infra/semis. "when your motivation runs low, your discipline takes over"
Herman Jin @ShanghaoJin
80K Followers 598 Following Ex-Goldman Sachs Asia FICC Exec & Co-founder of Zen Family Office. Now diving into crypto, exploring blockchain's potential
3X Long Labubu @labubu_trader
67K Followers 3K Following Labubu long term investor/bag holder. Trading as a hobby. All of my tweets are just my personal opinions. Not financial advice
Jukan @ICML @jukan05
164K Followers 329 Following Tech otakus save the world | Not Investment Advice | DYODD
猎手killer🪙 @memekiller365
23K Followers 4K Following 走窄门 . 前四大审计/私募 |中文 $NOK $BB 第一人| 知识星球运营者 合伙人@leslieloser_ @kathydotxyz |👇下方链接进投研群👇|私信:https://t.co/LZPmE14jgO|频道:https://t.co/neHVb5HGtx
danny @agintender
34K Followers 834 Following barista @youcanshortit by @marginx_io Tweets are NFA. Not here to give answers—just vibing through different angles and perspectives. 都是瞎编,笑笑就好
YHP @YHPxo
24K Followers 8K Following |F.T→@followin_io |Collab→@BaycTaiwan #BAYC @BoredApeYC |Prev→@HSBC @BingXOfficial @MEXC @OKX
蜡币小鑫 @zhuanfgghjnb
147K Followers 6K Following 币圈资深老韭菜,涉及币圈多个领域,长期持有 #BTC #ETH #OKB #BNB 一级投研|二级韭菜|三级拍片|撸毛|挖矿|打新|Gamefi|DeFi|NFT|DYOR|合作宣发|与人为善|与己为善| 合作DM TG:@LBXX8 https://t.co/pU4NUD8Y6N
沧海一卷毛2.0 @btc_juanmao
2K Followers 907 Following 专注、聚焦,Web3 / 港美股 /AI ,A9 不是梦 没有财富密码,只是个人碎碎念 🟣Solar member of @solana_zh
fin @fi56622380
65K Followers 485 Following 立场不重要,事物的运行逻辑和内在规律才是更值得关注的部分 | 读过三个不同专业的学位,体验过两个大洲的尘世生活,设计过一次火星车芯片,还没有去看过心心念念的冰川
Dragon888(Ø,G) @dragon888
4K Followers 7K Following Onchain Agentic Loop 丨 APAC DevRel @0G_labs 丨opinions and posts are my own.
MEJ毛毛姐 @MEJ50749
74K Followers 11K Following All IN AI + 投资笔记|Alpha Call DYOR | AI驱动全球投资全赛道 | ALL FOR FREEDOM #Binance 你的数字货币购买平台,就是 #币安https://t.co/ObQd8Kaii7 @MEXCZH 大使|VX:MEJ50749
王短鸟 (长鸟版) @Wangduanniao
98K Followers 5K Following 🦅赌徒,#OKX Web3钱包现已支持100+公链#web3入口 一个就够 https://t.co/fwm39TWSQ8 #Binance 币安福利官专属注册通道👉 https://t.co/G1rnYY0vv1
North@CreaoAI @anorth_chen
7K Followers 635 Following Founding Member, 社区负责人 @CreaoAI | 2021届CS本科 AI方向 @UofT | 独立交易员 | 前阿里技术P7 | INTJ
0xdahua|大华 🎮 @0xdahua
34K Followers 3K Following 🔆Web3|港股|美股|AI 🌍 大华的快乐星球 一个真诚、热爱自由的人 https://t.co/VTIpxYjsbh


























