🐦 推特SemiAnalysisV1 · 实盘不做把握 8/10
北京时间·🕒 发布 02-13 02:01:39时区推断·⟳ 抓取 06-08 17:16:55回填·⚡ 决策 06-18 03:47:12·131.6 天前
SemiAnalysis回顾WinWay推荐，称股价已涨75%
📄 原文SemiAnalysis↗ 原文
The November ChipBook focused on key names in the increasingly important Test space, and called out 17 publicly traded…
不做 6515.TW
KOL回顾过往推荐，标的自推荐以来已大涨75%，逻辑已充分price-in；当前推文(1/3)仅为过往业绩展示，无新边际催化剂，追高风险极大。
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The November ChipBook focused on key names in the increasingly important Test space, and called out 17 publicly traded companies, including WinWay ($6515.TW). On December 23rd we went further in Core-Research and explained why WinWay is uniquely poised to benefit from increasingly large AI packages.
Since that date, WinWay is trading up +75%. (1/3) 🧵
Since that date, WinWay is trading up +75%. (1/3) 🧵
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