
Publikovat
Arsal Rehman
I think the key reason Hynix is leading this rally is that the market is starting to believe: this round of high storage market prosperity may last longer than before. The shipment of HBM4, long-term contracts with customers, plus institutions' judgment that supply and demand will remain tight in 2027, make investors willing to price in higher future profits. The rating upgrades and buyback cancellation .
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