两大巨头敲定HBM4价格飙升50%，机构力挺这些股

Core Insights - SK Hynix has successfully negotiated the price and supply quantity of HBM4 with Nvidia, confirming a unit price of approximately $560, exceeding initial expectations of $500 by over 10% [1] - The transition from HBM3E to HBM4 is expected to boost SK Hynix's HBM business performance by 40% to 50% next year, with projected operating profit potentially exceeding 70 trillion KRW, marking a historical high [2] - The demand for storage chips is significantly increasing due to investments in AI infrastructure, leading to a substantial rise in overall storage demand [2] Company Performance - SK Hynix reported record-high revenue and profit for Q3, achieving 24.45 trillion KRW (approximately 121.27 billion RMB) in revenue, a 39% year-on-year increase, and an operating profit of 11.38 trillion KRW (approximately 56.45 billion RMB), a 62% year-on-year increase [2] - The company has sold out its production capacity for next year, indicating strong demand and market confidence [2] Industry Trends - The HBM4 technology is seen as a significant advancement, with its 2048-bit interface and up to 16-layer stacking providing substantial improvements in bandwidth and capacity [2] - The storage chip industry is expected to remain buoyant, with rising prices and increased demand for enterprise-level storage, as well as a growing need for server capacity [3] - The overall storage market is experiencing price increases, with significant rises in Flash Wafer and SSD prices since September [3] Investment Recommendations - Analysts suggest focusing on companies involved in storage modules and controllers, as well as storage design and other storage-related sectors, due to the anticipated growth driven by AI [4]