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北京时间·🕒 发布 03-20 16:56:10时区推断·⟳ 抓取 06-03 23:16:20回填·⚡ 决策 06-18 00:31:08·131.7 天前
KOL发布硅光子/CPO概念YTD涨幅总结，无新催化剂
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The Serenity Silicon Photonics / CPO ETF. YTD Returns of Each Index Stock: $IQE: +282.5% $AXTI: +246.6% Landmark: 167.5…
不做 LITE.US
KOL后视镜总结YTD涨幅，无新基本面催化剂；标的YTD已涨超100%，充分price-in，追高风险极大
不做 CIEN.US
KOL后视镜总结YTD涨幅，无新基本面催化剂；标的YTD已涨超67%，充分price-in，缺乏短期向上edge
不做 AAOI.US
KOL后视镜总结YTD涨幅，无新基本面催化剂；标的YTD已涨超157%，充分price-in，追高风险极大
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展开原文 · 1,269 字
The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +100.27%
$LWLG: +92.35%
$VIAV: +88.71%
$AIXA: +73.92%
$AEHR: +70.4%
$CIEN: +67.67%
$FORM: +60.67%
$FOCI: +60.44%
$CAMT: +49.13%
$GLW: +46.77%
$SMHN: +45.94%
Fujikura: +43.89%
$COHR: +41.81%
$KEYS: +40.48%
$TSEM: +36.42%
$ASX: +29.89%
$MTSI: +28.34%
$NOK: +27.5%
Shin-Etsu: +27.33%
$ONTO: +26.28%
$BESI: +24.71%
$UMC: +18.11%
$INTC: +17.27%
$OXINF: 15.03%
$FN: +12.79%
Eoptolink: +11.82%
$TSM: +6.00%
$HIMX: +5.39%
$SMTC: +4.11%
Sumitomo: +3.67%
$CSCO: +3.25%
Innolight: +.33%
$MRVL: +.16%
$APH: -6.48%
$MXL: -7.62%
$AVGO: -7.99%
$POET: -12.99%
$TEL: -14.93%
This is retrospectively, but as you've known I've been in a lot of the winners for awhile (eg. Top 6/7 like $AXTI or $LITE aside from Landmark).
However, if you were curious if you invested in the photonics trend as a whole at the start of the year.
The equal weighted return?
50.033%
I expect the Photonic Supercycle to last over the next several years, and many of these names to be large beneficaries going forward.
Especially as CPO is used to scale AI deployments.
Photonics is the new architectural paradigm for AI.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +100.27%
$LWLG: +92.35%
$VIAV: +88.71%
$AIXA: +73.92%
$AEHR: +70.4%
$CIEN: +67.67%
$FORM: +60.67%
$FOCI: +60.44%
$CAMT: +49.13%
$GLW: +46.77%
$SMHN: +45.94%
Fujikura: +43.89%
$COHR: +41.81%
$KEYS: +40.48%
$TSEM: +36.42%
$ASX: +29.89%
$MTSI: +28.34%
$NOK: +27.5%
Shin-Etsu: +27.33%
$ONTO: +26.28%
$BESI: +24.71%
$UMC: +18.11%
$INTC: +17.27%
$OXINF: 15.03%
$FN: +12.79%
Eoptolink: +11.82%
$TSM: +6.00%
$HIMX: +5.39%
$SMTC: +4.11%
Sumitomo: +3.67%
$CSCO: +3.25%
Innolight: +.33%
$MRVL: +.16%
$APH: -6.48%
$MXL: -7.62%
$AVGO: -7.99%
$POET: -12.99%
$TEL: -14.93%
This is retrospectively, but as you've known I've been in a lot of the winners for awhile (eg. Top 6/7 like $AXTI or $LITE aside from Landmark).
However, if you were curious if you invested in the photonics trend as a whole at the start of the year.
The equal weighted return?
50.033%
I expect the Photonic Supercycle to last over the next several years, and many of these names to be large beneficaries going forward.
Especially as CPO is used to scale AI deployments.
Photonics is the new architectural paradigm for AI.
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