🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 04-27 12:40:14时区推断·⟳ 抓取 06-03 19:00:13回填·⚡ 决策 06-17 06:27:01·132.7 天前
KOL重申HBM4资本支出周期利好内存与先进封装供应链，提示日韩设备材料股补涨机会
📄 原文Serenity↗ 原文
Markets are looking at CPUs right now and kinda forgot about memory. But... there's increased capex spend with Sk Hynix…
不做 MU.US
HBM与内存资本支出逻辑已是市场长期共识，作为大盘股已充分price-in，KOL观点无预期差，缺乏短期交易edge。
不做 TSM.US
先进封装与创纪录capex逻辑已被市场充分定价，超大市值无短期催化，不追。
不做 LPK.US
KOL仅作为玻璃芯基板类比顺带提及，缺乏独立基本面催化剂，纯情绪喊单且流动性存疑，不参与。
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Markets are looking at CPUs right now and kinda forgot about memory.
But... there's increased capex spend with Sk Hynix, $MU, Samsung around now, with Samsung starting HMB4 production recently.
$TSM also signaled record capex across the board.
But just like $LPK in glass core substrates...
There's a decent amount of structural monopolies over in the HBM camp markets that I'm thinking about in places like Japan.
That markets may have forgotten? They would largely benefit from current HBM4 capex cycles.
Over in Korea, things like Hanmi Semi (KRX: 042700) have been taking off, up 27.6%+ today, so I'd guess the other companies around the world might play catchup soon.
But... there's increased capex spend with Sk Hynix, $MU, Samsung around now, with Samsung starting HMB4 production recently.
$TSM also signaled record capex across the board.
But just like $LPK in glass core substrates...
There's a decent amount of structural monopolies over in the HBM camp markets that I'm thinking about in places like Japan.
That markets may have forgotten? They would largely benefit from current HBM4 capex cycles.
Over in Korea, things like Hanmi Semi (KRX: 042700) have been taking off, up 27.6%+ today, so I'd guess the other companies around the world might play catchup soon.
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