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北京时间·🕒 发布 05-05 09:23:04时区推断·⟳ 抓取 06-03 18:59:50回填·⚡ 决策 06-17 04:49:32·132.6 天前
KOL喊单台股讯芯-KY(6451)为NVDA CPO隐藏受益者
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Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly. Which is why I'm very…
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 +4%、当日有效，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -6% · 时间止损 3日
失效/反转 鸿海否认CPO订单导入讯芯 / 3日内无其他一手源证实CPO放量
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原文全文
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Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly.
Which is why I'm very bullish on it as a completely backdoored, hidden + major beneficiary of $NVDA CPO ramp.
Foxconn is a major supply chain partner among $TSM and $ASX.
But… Shunsin is Foxconn's optical arm, and captures their captive optical and advanced packaging volume.
So they're not explicitly listed anywhere or have direct contracts with Nvidia (but Foxconn does)
But likely soaks up Nvidia CPO + other volumes through Foxconn vertical integration.
Which is why I'm very bullish on it as a completely backdoored, hidden + major beneficiary of $NVDA CPO ramp.
Foxconn is a major supply chain partner among $TSM and $ASX.
But… Shunsin is Foxconn's optical arm, and captures their captive optical and advanced packaging volume.
So they're not explicitly listed anywhere or have direct contracts with Nvidia (but Foxconn does)
But likely soaks up Nvidia CPO + other volumes through Foxconn vertical integration.
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