#0成本拿2股SK海力士 SK Hynix is the most classic counter-cyclical technology investment case globally: avoiding direct competition with Samsung in the traditional memory red ocean, long-term R&D of niche HBM technology to weather industry downturns, capitalizing on the sudden surge in computing storage demand driven by generative AI, deeply embedding itself with AI giants like NVIDIA through leading mass production capabilities, transforming from a cyclical loss-making enterprise into a core essential asset for AI computing power, then strengthening its monopoly position through massive equity fundraising in the U.S. stock market. However, it must face challenges from competitors and fluctuations in AI demand going forward.