🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 03-25 11:52:38时区推断·⟳ 抓取 06-03 23:06:33回填·⚡ 决策 06-18 00:01:58·131.7 天前
KOL指出光收发器PCB产能瓶颈，点名TTMI与SANM等供应商受益
📄 原文Serenity↗ 原文
Looking into two names for optical transceivers PCBs bottleneck right now: WUS Printed Circuit and FIC Global prob the…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +4%、仅下一个交易日，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 公司澄清未涉及光收发器PCB业务或行业证实无产能瓶颈
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于昨收 +4%、仅下一个交易日，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 公司澄清未涉及光收发器PCB业务或行业证实无产能瓶颈
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原文全文
展开原文 · 521 字
Looking into two names for optical transceivers PCBs bottleneck right now:
WUS Printed Circuit and FIC Global prob the two winners I've identified.
Few of the other winners were : Unimicron, Zhen Ding Tech, Gold Circuit Electronics, $TTMI, and $SANM.
"Both Taiwanese and Chinese PCB suppliers are facing capacity limits, contributing to the delays, Ramachandran said, without naming the suppliers."
So there's multiple bottlenecks. I'm long lasers. But just putting this stuff out there in case its interesting
WUS Printed Circuit and FIC Global prob the two winners I've identified.
Few of the other winners were : Unimicron, Zhen Ding Tech, Gold Circuit Electronics, $TTMI, and $SANM.
"Both Taiwanese and Chinese PCB suppliers are facing capacity limits, contributing to the delays, Ramachandran said, without naming the suppliers."
So there's multiple bottlenecks. I'm long lasers. But just putting this stuff out there in case its interesting
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