韩国主要证券交易所运营商在约一个月内第二次就SK海力士的股价飙升发出警示，这引发了对该股可能已经过热的担忧。韩国交易 所于周二对该股票发布了为期一天的"投资警示"。这一警示不会导致交易停止，但示意投资者应谨慎行事。受此消息影响，截至发 稿，该股早盘交易中跌近2%。 此类警示通常在股票成交量或价格出现突然或无法解释的重大变动时触发。SK海力士股价周一上涨6.1%，市场猜测该公司正计划发 行美国存托凭证。该公司对此则表示，ADR相关事宜"尚未有任何确认"。 作为AI芯片霸主英伟达(NVDA.US)重要的高带宽内存(HBM)供应商，SK海力士的股价今年以来上涨了两倍多。值得注意的是，11月 3日，韩国证券交易所于11月3日晚发布了一份关于SK海力士股票的"投资警示"，该警示有效期为一天，交易所称这是基于该股票的 大幅上涨做出的判断。在这份警示发出之后。11月4日，该公司该股票在韩国证券交易所的跌幅高达5.3%。 这种来自交易所的警示对于一家大型上市公司来说是较为罕见的，且交易所发出的警示是触发更高级别警报之前的预警信号，这将 限制保证金交易。据悉，如果一只股票处于投资警示状态且满足其中八项标准之一，例如：在三个交易 ...

Core Viewpoint - The article highlights the significant growth in demand for High Bandwidth Memory (HBM) driven by the booming artificial intelligence (AI) market, with SK Hynix leading the sector and achieving record quarterly performance in Q3 2023 [2][5]. Financial Performance - SK Hynix reported a consolidated operating profit of 11.3834 trillion KRW in Q3 2023, a 62% increase year-over-year, with an operating margin of 47% [5]. - The company's revenue for Q3 2023 reached 24.4489 trillion KRW, marking a 39% increase compared to the same period last year [5]. - Net profit for the quarter was 12.5975 trillion KRW, with a net profit margin of 52% [5]. Market Dynamics - The demand for memory products is surging as clients increase investments in AI infrastructure, particularly for high-value products like HBM3E and server-oriented DDR5 [2][5]. - The shift in the AI market towards inference workloads is expected to broaden the demand for various memory products, including high-performance DDR5 and enterprise SSDs [6][7]. Product Development and Supply Chain - SK Hynix has completed negotiations for HBM supply with major clients for the upcoming year, with HBM4 development completed in September and mass production set to begin in Q4 2023 [3][6]. - The company plans to accelerate the transition to its advanced 10nm-class sixth-generation (1c) process technology to enhance its DRAM product line across server, mobile, and graphics applications [3][6]. Future Outlook - SK Hynix anticipates that the strong demand for AI memory will continue, ensuring that all DRAM and NAND production meets customer needs for the upcoming year [7]. - The company is expected to increase its investment in response to market conditions, reflecting a commitment to its investment strategy [7]. - Analysts predict that SK Hynix's Q4 2023 performance will surpass Q3, driven by robust HBM sales and rising DRAM prices, with projected revenue of 26.6 trillion KRW and operating profit of 13.3 trillion KRW [9].