🐦 推特SerenityV1 · 实盘不做把握 5/10
北京时间·🕒 发布 04-06 22:13:36时区推断·⟳ 抓取 06-03 20:39:52回填·⚡ 决策 06-17 08:51:40·132.5 天前
KOL称AEHR为硅光子瓶颈核心,股价盘中已涨超14%
📄 原文Serenity↗ 原文
Well that was fast with $AEHR. Up +14.28%… I did think the center of the next silicon photonics bottleneck at $1.1B, wi…
不做 AEHR.US
KOL盘中感叹,股价已大涨14.28%,短期情绪已price-in,无新硬催化,追高盈亏比不佳
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 188 字
Well that was fast with $AEHR.
Up +14.28%… I did think the center of the next silicon photonics bottleneck at $1.1B, with tons of hyperscalers qualifying it.
Was kind of undervaluing it.
Up +14.28%… I did think the center of the next silicon photonics bottleneck at $1.1B, with tons of hyperscalers qualifying it.
Was kind of undervaluing it.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。