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北京时间·🕒 发布 04-13 09:55:03时区推断·⟳ 抓取 06-03 20:37:27回填·⚡ 决策 06-17 08:12:13·132.5 天前
KOL推荐台股讯芯-KY(6451.TW)为NVDA CPO供应链潜在受益者
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Taiwan $NVDA CPO supply chain ide #1: Shunsin (6451 TWSE) - Photonics Packaging at ~$1.4B MC. It's a subsidiary of Foxc…
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 +8%(半仓)/+15%(清仓) · 止损 -6% · 时间止损 3日
失效/反转 公司澄清未打入NVDA CPO供应链或鸿海否认相关合作
不做 NVDA.US
仅作为KOL推文的背景板被提及，无新催化剂，不受此推文影响
不做 MRVL.US
仅作为对比案例被提及，无新催化剂
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原文全文
展开原文 · 980 字
Taiwan $NVDA CPO supply chain ide #1:
Shunsin (6451 TWSE) - Photonics Packaging at ~$1.4B MC.
It's a subsidiary of Foxconn. And Foxconn is ODM for $NVDA.
It's almost like Celestial got listed by $MRVL and got a free piggy back ride?
Some personal est. 2027 fwd ~20 P/E, that compresses harder into 2028, 2029.
Shunsin's optical division openly lists their markets as "CPO 51.2T/102.4T" and "Pluggable XCVR 800G/1.6T.
Markets themselves as "Supported by Foxconn's vertically integrated supply chain for fast project ramp"
If you look at $TSM COUPE for $NVDA, they don't assemble final fiber arrays/racks, Foxconn does.
So $NVDA's CPO networking gear probably goes through Shunsin's alignment and bonding machines?
And $GOOGL, $META optical switches probably end up thorough them too since they scaled Vietnam CPO facilities (speculative).
Basically you get a free Foxconn piggy-back ride with this company at low forward multiples.
Disclosures: I am personally long.
Shunsin (6451 TWSE) - Photonics Packaging at ~$1.4B MC.
It's a subsidiary of Foxconn. And Foxconn is ODM for $NVDA.
It's almost like Celestial got listed by $MRVL and got a free piggy back ride?
Some personal est. 2027 fwd ~20 P/E, that compresses harder into 2028, 2029.
Shunsin's optical division openly lists their markets as "CPO 51.2T/102.4T" and "Pluggable XCVR 800G/1.6T.
Markets themselves as "Supported by Foxconn's vertically integrated supply chain for fast project ramp"
If you look at $TSM COUPE for $NVDA, they don't assemble final fiber arrays/racks, Foxconn does.
So $NVDA's CPO networking gear probably goes through Shunsin's alignment and bonding machines?
And $GOOGL, $META optical switches probably end up thorough them too since they scaled Vietnam CPO facilities (speculative).
Basically you get a free Foxconn piggy-back ride with this company at low forward multiples.
Disclosures: I am personally long.
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