🐦 推特SerenityV1 · 实盘可交易 · 做多市场:台股把握 5/10
北京时间·🕒 发布 04-17 09:43:10时区推断·⟳ 抓取 06-03 20:36:04回填·⚡ 决策 06-17 07:25:43·132.4 天前
KOL推荐台股讯芯-KY(6451)受益NVDA CPO封装及富士康订单
📄 原文Serenity↗ 原文
Shunsin (6451). Foxconn’s optical packaging/assembly arm. Previously 15-16% gross margins as OSAT but CPO/1.6T could be…
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 公司澄清未获富士康CPO相关订单 / 毛利率指引未达30%预期
不做 NVDA.US
帖子中仅作为市值对比基准提及，并非推荐买入标的，无新增独立催化剂
不做 FN.US
帖子中仅作为市值对比基准提及，并非推荐买入标的
不做 ASX.US
帖子中仅作为市值对比基准提及，并非推荐买入标的
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
成交明细
该臂暂无收益数据(没有收益口径表头)。
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 579 字
Shunsin (6451). Foxconn’s optical packaging/assembly arm.
Previously 15-16% gross margins as OSAT but CPO/1.6T could be 30-35%, which brings blended up.
Since they’re doing harder FAU optical alignment in $NVDA CPO supply chains.
Compared to $FN or $ASX that trades in the tens of billions?
This trades at… $1.4B MC with, fwd 2028 p/e likely compresses to single digits from personal projections, as Foxconn passes orders to them.
Foxconn is massive. And de-risks this company.
Pretty high conviction this ends up doubling soon.
Just nobody knows about this company imo.
Previously 15-16% gross margins as OSAT but CPO/1.6T could be 30-35%, which brings blended up.
Since they’re doing harder FAU optical alignment in $NVDA CPO supply chains.
Compared to $FN or $ASX that trades in the tens of billions?
This trades at… $1.4B MC with, fwd 2028 p/e likely compresses to single digits from personal projections, as Foxconn passes orders to them.
Foxconn is massive. And de-risks this company.
Pretty high conviction this ends up doubling soon.
Just nobody knows about this company imo.
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。