🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 8/10
北京时间·🕒 发布 04-30 05:40:20时区推断·⟳ 抓取 06-03 19:00:07回填·⚡ 决策 06-17 05:44:30·132.5 天前
VIAV与FORM财报大超预期，HBM与先进封装测试需求强劲，利好半导体检测与测试生态
📄 原文Serenity↗ 原文
Monitoring the situation for you (testing/yields edition): $VIAV and $FORM earnings: Extremely Bullish So what does thi…
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 开盘买入 不高于昨收 +8%（超上限不成交）
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -6% · 时间止损 3日
失效/反转 盘前交易显示财报被市场解读为利空或指引不及预期
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 开盘买入 不高于昨收 +8%（超上限不成交）
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -6% · 时间止损 3日
失效/反转 盘前交易显示财报被市场解读为利空或指引不及预期
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 开盘买入 不高于昨收 +5%（超上限不成交）
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 核心标的FORM/VIAV次日开盘大幅低开或走弱，情绪传导失败
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 开盘买入 不高于昨收 +5%（超上限不成交）
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 核心标的FORM/VIAV次日开盘大幅低开或走弱，情绪传导失败
不做 TOWA.US
美股无此代码，推文指的应是日股TOWA(6315.T)，无法在美股执行
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
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原文全文
展开原文 · 975 字
Monitoring the situation for you (testing/yields edition):
$VIAV and $FORM earnings: Extremely Bullish
So what does this mean?
Names like $ONTO / $CAMT go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp.
Names like Msscorps / $KEYS should go brrr.
Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $COHR, $FN, $LITE, and others if they're ramping up production.
For $VIAV:
-> $406.8M vs. $393M (beat) 42.8% Y/Y growth.
-> $.27 EPS vs $0.2-$0.24
Guidance was $427m-$437m, indicating acceleration.
For $FORM:
-> $226M, 32% Y/Y, $.56 EPS vs. $.45
-> margins increased a TON to 49% (which indicates pricing power).
-> Guidance was $.61 EPS, midpoint ~$240m revenue.
"Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications"
Basically the smaller yields/test ecosystem in general. BRRR.
$VIAV and $FORM earnings: Extremely Bullish
So what does this mean?
Names like $ONTO / $CAMT go brr. Throw in $TOWA (6315), since there's indication of aggressive memory production ramp.
Names like Msscorps / $KEYS should go brrr.
Broader upstream yields, test, validation, and inspection for both memory + optical ecosystem go heavily BRRR. And it's a leading indicator for $COHR, $FN, $LITE, and others if they're ramping up production.
For $VIAV:
-> $406.8M vs. $393M (beat) 42.8% Y/Y growth.
-> $.27 EPS vs $0.2-$0.24
Guidance was $427m-$437m, indicating acceleration.
For $FORM:
-> $226M, 32% Y/Y, $.56 EPS vs. $.45
-> margins increased a TON to 49% (which indicates pricing power).
-> Guidance was $.61 EPS, midpoint ~$240m revenue.
"Record demand for High Bandwidth Memory (HBM) and stronger "Foundry & Logic networking applications"
Basically the smaller yields/test ecosystem in general. BRRR.
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