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北京时间·🕒 发布 03-31 15:10:52时区推断·⟳ 抓取 06-03 20:42:09回填·⚡ 决策 06-17 09:28:04·132.3 天前
KOL 喊单 AXTI 控制 40% InP 供应链，类比霍尔木兹海峡瓶颈
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Introducing the Strait of $AXTI: 20% of the world's total global oil supply passes through the Strait of Hormuz. It is…
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 不高于消息价 +5%、当日有效，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 3日
失效/反转 KOL 删帖 / 3日内无持续资金接力 / 公司澄清市占率数据不实
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成交明细
该臂暂无收益数据(没有收益口径表头)。
研究档案
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原文全文
展开原文 · 890 字
Introducing the Strait of $AXTI:
20% of the world's total global oil supply passes through the Strait of Hormuz.
It is the single most critical chokepoint in the global energy trade.
Now... Double That with $LITE and $GOOGL instead of South Korea/Japan as recipients?
Welcome to $AXTI.
They control 40% of the InP supply chain.
Both in the raw materials and processing. Two separate different bottlenecks (think of Iran producing oil, then shipping it through the Strait).
So, if you 2x the chokepoint with the Hormuz oil bottleneck (but on AI industry level for photonics, instead of Country economies):
You suddenly realize AXT's chokepoint (and China) on the photonics market.
The current valuation is derived from strategic control. Then the main value comes when AXT exerts its control with price hikes:
Since the AI buildout with photonics has no other choice at scale.
20% of the world's total global oil supply passes through the Strait of Hormuz.
It is the single most critical chokepoint in the global energy trade.
Now... Double That with $LITE and $GOOGL instead of South Korea/Japan as recipients?
Welcome to $AXTI.
They control 40% of the InP supply chain.
Both in the raw materials and processing. Two separate different bottlenecks (think of Iran producing oil, then shipping it through the Strait).
So, if you 2x the chokepoint with the Hormuz oil bottleneck (but on AI industry level for photonics, instead of Country economies):
You suddenly realize AXT's chokepoint (and China) on the photonics market.
The current valuation is derived from strategic control. Then the main value comes when AXT exerts its control with price hikes:
Since the AI buildout with photonics has no other choice at scale.
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