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北京时间·🕒 发布 04-21 02:57:12时区推断·⟳ 抓取 06-03 20:34:47回填·⚡ 决策 06-17 07:09:20·132.5 天前
KOL 罗列 GlobalFoundries 硅光子/CPO 生态系统清单
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Global Foundries photonics/CPO ecosystem list: 1. $GFS - $30.5B 2. $CDNS - $85.9B 3. $SEIGY - $217.2B 4. $SNPS - $84B 5…
不做 GFS.US
KOL 清单帖，底层为 GFS 已知的 presentation，无新催化剂或订单落地；CPO 概念已充分炒作，清单内多为大盘股无超额收益空间，小盘股(SIVE)流动性差，整体无 edge。
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原文全文
展开原文 · 555 字
Global Foundries photonics/CPO ecosystem list:
1. $GFS - $30.5B
2. $CDNS - $85.9B
3. $SEIGY - $217.2B
4. $SNPS - $84B
5. $KEYS - $57.3B
6. $ATEYY - $130.4B
7. RoboTechnik (ficonTEC) - $11.4B
8. $GLW - $141.2B
9. $LITE - $63.8B
10. $SIVE - $950m
11. $FN - $24.7B
12. $ASX - $63.3B
For publicly traded names.
Equal weighted long on the ecosystem from their presentation might not be a bad idea?
I still find it funny how everything publicly listed is trading in the tens of billions.
Then there's some small Swedish laser company there next to $LITE.
1. $GFS - $30.5B
2. $CDNS - $85.9B
3. $SEIGY - $217.2B
4. $SNPS - $84B
5. $KEYS - $57.3B
6. $ATEYY - $130.4B
7. RoboTechnik (ficonTEC) - $11.4B
8. $GLW - $141.2B
9. $LITE - $63.8B
10. $SIVE - $950m
11. $FN - $24.7B
12. $ASX - $63.3B
For publicly traded names.
Equal weighted long on the ecosystem from their presentation might not be a bad idea?
I still find it funny how everything publicly listed is trading in the tens of billions.
Then there's some small Swedish laser company there next to $LITE.
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