《AGI Has Arrived. Here's How I'm Investing In It.》
SKHY 是强力买入标的，得益于 HBM 领先地位和低于 8 倍的前瞻市盈率，其驱动力是代理式 AI 带来永久性存储需求的论点。
SKH Highix，股票代码 SKHY，是高带宽内存领域的全球领导者，生产全球约一半的 HBM。除此之外，他们在全球 DRAM 市场拥有 25% 的份额，在全球 NAND 闪存市场拥有 18.5% 的份额，这使他们成为整体存储的第二大供应商。
SKH Highix, ticker symbol SKHY, is the global leader when it comes to high bandwidth memory, making around half the world's HBM. On top of that, they have a 25% share of the global DRAM market and 18.5% of the global NAND flash market, making them the second largest supplier of memory overall.