🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-30 12:56:38时区推断·⟳ 抓取 06-03 20:42:44回填·⚡ 决策 06-17 09:33:26·132.7 天前
KOL看好CPO/ELS供应链轮动，点名TSEM等硅光标的
📄 原文Serenity↗ 原文
There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing. This probably sign…
不做 META.US
被提及为下跌的大盘股，非受益标的，方向不符
不做 MSFT.US
被提及为下跌的大盘股，非受益标的，方向不符
不做 TSEM.US
缺乏底层新催化剂的KOL清单帖，CPO/硅光主题已反复炒作，无短期edge，防范KOL出货风险
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原文全文
展开原文 · 468 字
There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and coming sector.
The obvious one is into CPO/ELS supply chains.
My personal picks were:
$TSEM / Win Semi- TSM of photonics
$AAOI / $SIVE / $COHR / $LITE- Light Sources
$SOI / $AXTI - Substrates
$IQE - Epiwafers
But of course there are larger names out there like $MRVL, Sumitomo, $AVGO.
This probably signals institutions rotation or an extremely strong up and coming sector.
The obvious one is into CPO/ELS supply chains.
My personal picks were:
$TSEM / Win Semi- TSM of photonics
$AAOI / $SIVE / $COHR / $LITE- Light Sources
$SOI / $AXTI - Substrates
$IQE - Epiwafers
But of course there are larger names out there like $MRVL, Sumitomo, $AVGO.
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