🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 05-06 02:36:25时区推断·⟳ 抓取 06-03 18:59:46回填·⚡ 决策 06-17 04:42:33·132.7 天前
KOL回顾光子学与内存超级周期并指出CPO与HBM4技术演进
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Would have been a generational YTD if you focused on photonics + memory anon. Every top sector long from $EWY leaps to…
不做 AAOI.US
KOL长期主题回顾帖，无短期边际催化剂；CPO与HBM4为已知长期趋势且已充分定价；AAOI主营可插拔光模块，向CPO演进对其未必是核心利好，缺乏短期交易edge。
不做 EWY.US
韩国宽基ETF，虽包含内存龙头但无短期事件爆发力，不适合作为事件驱动交易的标的。
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Would have been a generational YTD if you focused on photonics + memory anon.
Every top sector long from $EWY leaps to $AAOI is up multiple hundreds of percent.
I’ve always said Photonics + Memory was the best thematically.
Now there’s subtle architecture changes:
On photonics: pluggables -> CPO
On memory: hbm3e -> hbm4
The same two supercycles.
Different upstream bottlenecks and beneficiaries.
Every top sector long from $EWY leaps to $AAOI is up multiple hundreds of percent.
I’ve always said Photonics + Memory was the best thematically.
Now there’s subtle architecture changes:
On photonics: pluggables -> CPO
On memory: hbm3e -> hbm4
The same two supercycles.
Different upstream bottlenecks and beneficiaries.
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