🐦 推特SerenityV1 · 实盘可交易 · 做多市场:日股把握 5/10
北京时间·🕒 发布 05-01 09:54:39时区推断·⟳ 抓取 06-03 19:00:02回填·⚡ 决策 06-17 05:18:25·132.6 天前
KOL highlights Enplas 1.6T lens mass production and AI test profit surge; Towa (6315.T) steady HBM capex play
📄 原文Serenity↗ 原文
Wow, names like $TOWA (6315) are super boring to watch… Especially since KR/TW markets are closed today. Only up ~11% s…
不做 TOWA.US
Ticker mismatch: text explicitly refers to 6315.T (Towa Corp, Japan), not TOWA.US. TOWA.US is unrelated/illiquid.
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
💡 交易逻辑AI test profit surge + 1.6T lens mass production offers edge over legacy drag
怎么买 限价买入 不高于消息价 +4%、当日有效，不成交作废
怎么卖 止盈 +10%(半仓)/+18%(清仓) · 止损 -6% · 时间止损 4日
失效/反转 1.6T lens mass production delayed / AI test segment profit growth not sustained in next earnings
观望 6315.JP
Already up ~11% today per text, no new catalyst besides known HBM capex logic. Wait for pullback.
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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 · 696 字
Wow, names like $TOWA (6315) are super boring to watch…
Especially since KR/TW markets are closed today.
Only up ~11% so far. But like Hammond or Tower Semi…
Towa seems like a pretty steady compounder up throughout the duration of new memory cycles.
Bc it receives unavoidable capex inflows from $MU, SK Hynix, and Samsung their monopoly status.
At least Enplas has some volatility… (, they grew their AI test segment 225%+ operating profit y/y)
Then "Mass production of lenses for 1.6T optical transceivers has launched."
Pretty sure they’re sandbagging + have legacy drag confusing algorithms regarding AI segment acceleration.
Good time to take a break from watching markets I guess.
Especially since KR/TW markets are closed today.
Only up ~11% so far. But like Hammond or Tower Semi…
Towa seems like a pretty steady compounder up throughout the duration of new memory cycles.
Bc it receives unavoidable capex inflows from $MU, SK Hynix, and Samsung their monopoly status.
At least Enplas has some volatility… (, they grew their AI test segment 225%+ operating profit y/y)
Then "Mass production of lenses for 1.6T optical transceivers has launched."
Pretty sure they’re sandbagging + have legacy drag confusing algorithms regarding AI segment acceleration.
Good time to take a break from watching markets I guess.
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