🐦 推特SerenityV1 · 实盘观望把握 3/10
北京时间·🕒 发布 05-07 08:31:26时区推断·⟳ 抓取 06-03 18:59:46回填·⚡ 决策 06-17 04:24:50·132.7 天前
KOL分享玻璃芯基板主题投资逻辑，看好SKC及供应链HB Tech
📄 原文Serenity↗ 原文
For Glass Core Substrates, doesn't feel too bad going long on the SKC ecosystem? SKC (011790) - Is one of the Glass Cor…
观望 011790.KS
信号中SKC.US代码有误，实际应为韩国股票011790.KS。此为纯KOL主题逻辑分享，玻璃基板属长期先进封装趋势，缺乏短期突发催化剂（如实质性订单或官方公告），短期无事件驱动edge，等待产业端（如Intel/Nvidia）实质进展确认。
观望 078150.KS
作为SKC供应链的AOI设备商，受玻璃基板主题带动。纯KOL喊单无新信息，短期缺乏独立催化剂，观望等待更强信号。
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For Glass Core Substrates, doesn't feel too bad going long on the SKC ecosystem?
SKC (011790) - Is one of the Glass Core Substrate leaders with CHIPS ACT funding at ~$5.5B MC
HB technologies (078150) - automated optical inspection / yields piggy backing off of SKC Absolics at ~$250M.
SKC's copper foil / EV legacy drag seems to be bottoming. Their financials seem like a dumpster fire, but it's kinda priced into MC + better than US companies with $6B+ in dilution.
HB seems lower risk, low p/e and yields for glass is going to be pretty important.
I do have very small exposure to both.
Was going to wait a bit longer but seems markets are pricing in Glass as the next possible memory/photonics trade.
SKC (011790) - Is one of the Glass Core Substrate leaders with CHIPS ACT funding at ~$5.5B MC
HB technologies (078150) - automated optical inspection / yields piggy backing off of SKC Absolics at ~$250M.
SKC's copper foil / EV legacy drag seems to be bottoming. Their financials seem like a dumpster fire, but it's kinda priced into MC + better than US companies with $6B+ in dilution.
HB seems lower risk, low p/e and yields for glass is going to be pretty important.
I do have very small exposure to both.
Was going to wait a bit longer but seems markets are pricing in Glass as the next possible memory/photonics trade.
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