🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-08 10:33:44时区推断·⟳ 抓取 06-03 20:39:05回填·⚡ 决策 06-17 08:40:51·132.3 天前
KOL发推分享CPO/硅光子概念股(AAOI/AXTI/AEHR/SIVE)，看好2027年产能爬坡
📄 原文Serenity↗ 原文
Getting tired of 100K+ follower accounts that who charge $2,000+ a year just to see their stock picks… That then get fr…
不做 AAOI.US
KOL清单帖喊单，无新基本面催化剂；CPO/SiPh为2027年远期逻辑，当前无即时催化，易成流动性出口
不做 AXTI.US
KOL清单帖喊单，无新基本面催化剂；远期逻辑炒作，不追高
不做 AEHR.US
KOL清单帖喊单，无新催化；且AEHR主营SiC测试设备，与CPO/硅光子直接关联度存疑
不做 SIVE.US
美股无此主流标的，疑似拼写错误(如Sivers Semiconductors)或OTC微盘股，无法唯一消歧
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原文全文
展开原文 · 424 字
Getting tired of 100K+ follower accounts that who charge $2,000+ a year just to see their stock picks…
That then get frustrated over someone who shares names from $AAOI to $AXTI for free…
And then judge $AEHR or $SIVE by previous year revenue without understanding CPO/SiPH ramp in 2027.
Feels like these accounts will get eroded over time as people realize they can get alpha for free instead of paying thousands for it.
That then get frustrated over someone who shares names from $AAOI to $AXTI for free…
And then judge $AEHR or $SIVE by previous year revenue without understanding CPO/SiPH ramp in 2027.
Feels like these accounts will get eroded over time as people realize they can get alpha for free instead of paying thousands for it.
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