🐦 推特SerenityV1 · 实盘不做把握 5/10
北京时间·🕒 发布 04-07 23:56:15时区推断·⟳ 抓取 06-03 20:39:35回填·⚡ 决策 06-17 08:44:40·132.7 天前
KOL发布光子学CW激光器投资清单并明牌已买入小盘股
📄 原文Serenity↗ 原文
For the next photonics CW laser chokepoint. Personal high-beta exposure tierlist: 1. $SIVE: $302m 2. $AAOI: $8.35B 3. Y…
不做 SIVE.US
KOL已明牌买入的极小盘股，流动性差，存在抬轿与发推后砸盘出货风险
不做 AAOI.US
KOL重点买入的小市值标的，防范清单帖出货风险
观望 MTSI.US
中大市值基本面标的，KOL喊单不构成实质催化，等硅光行业基本面驱动
观望 LITE.US
CW激光器龙头，KOL推文无实质影响，观望行业订单落地
观望 COHR.US
光器件龙头，不受KOL清单帖驱动，观望
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原文全文
展开原文 · 554 字
For the next photonics CW laser chokepoint.
Personal high-beta exposure tierlist:
1. $SIVE: $302m
2. $AAOI: $8.35B
3. Yuanjie (688498): $13.55B
4. $MTSI: $17.4B
5. $LITE: $56.1B
6. $COHR: $49.2B
7. Suzhou Everbright: $5.95B
8. LuxNet (4979.TWO): $1.7B
9. Henan Shijia (SHA: 688313): $6.2B
10. Furukawa Electric (TYO: 5801): $16.06B
11. Sumitomo Electric (TYO: 5802): $45.113B
12. Mitsubishi Electric (TYO: 6503): $71.2B
13. $AVGO: $1.53T
Ended up taking the highest exposure picks personally (but avoided HK listed names due to conflict of interest).
Personal high-beta exposure tierlist:
1. $SIVE: $302m
2. $AAOI: $8.35B
3. Yuanjie (688498): $13.55B
4. $MTSI: $17.4B
5. $LITE: $56.1B
6. $COHR: $49.2B
7. Suzhou Everbright: $5.95B
8. LuxNet (4979.TWO): $1.7B
9. Henan Shijia (SHA: 688313): $6.2B
10. Furukawa Electric (TYO: 5801): $16.06B
11. Sumitomo Electric (TYO: 5802): $45.113B
12. Mitsubishi Electric (TYO: 6503): $71.2B
13. $AVGO: $1.53T
Ended up taking the highest exposure picks personally (but avoided HK listed names due to conflict of interest).
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