🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 3/10
北京时间·🕒 发布 04-19 03:03:31时区推断·⟳ 抓取 06-03 20:35:33回填·⚡ 决策 06-17 07:15:19·132.7 天前
KOL 提示 MLCC/电感及 PCB 钻孔瓶颈，点名 VSH 等多家被动元件及设备厂
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MLCC, inductor + PCB drill bottleneck: - Murata (TSE: 6981) - Taiyo Yuden(TSE: 6976), third largest MLCC in the world -…
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 +3%、当日有效，不成交作废
怎么卖 止盈 +5%(半仓)/+10%(清仓) · 止损 -4% · 时间止损 2日
失效/反转 KOL 删帖或澄清无缺货，或 3 日内无产业链一手源证实 MLCC 瓶颈
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成交明细
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研究档案
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原文全文
展开原文 · 691 字
MLCC, inductor + PCB drill bottleneck:
- Murata (TSE: 6981)
- Taiyo Yuden(TSE: 6976), third largest MLCC in the world
- TDK (TSE: 6762)
- Kyocera(TSE: 6971)
- Yageo(TWSE 2327)
- Walsin (TWSE 2492)
- $VSH in the US.
Sakai Chemical (4078) is a raw chemical suppliers to the MLCC companies, so might be worth taking a look at. (Barium Titanate) (sorry for repost some ticket # wrong)
I'll let you know obviously if I like a few enough to go long on.
There's also a PCB drill shortage too so:
Topoint Technology (8021)
Union Tool (6278)
Kyocera (appears again)
threw this in so it's not an exact repeat lol
But many are kinda priced in already, probably want to find a new one.
- Murata (TSE: 6981)
- Taiyo Yuden(TSE: 6976), third largest MLCC in the world
- TDK (TSE: 6762)
- Kyocera(TSE: 6971)
- Yageo(TWSE 2327)
- Walsin (TWSE 2492)
- $VSH in the US.
Sakai Chemical (4078) is a raw chemical suppliers to the MLCC companies, so might be worth taking a look at. (Barium Titanate) (sorry for repost some ticket # wrong)
I'll let you know obviously if I like a few enough to go long on.
There's also a PCB drill shortage too so:
Topoint Technology (8021)
Union Tool (6278)
Kyocera (appears again)
threw this in so it's not an exact repeat lol
But many are kinda priced in already, probably want to find a new one.
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