🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 3/10
北京时间·🕒 发布 05-10 15:30:58时区推断·⟳ 抓取 06-03 18:58:17回填·⚡ 决策 06-17 03:43:51·132.8 天前
KOL 梳理 Trendforce 玻璃基板领先玩家清单，点名 LPK、NIDGY、Disco 等设备与材料商
📄 原文Serenity↗ 原文
“Leading” Glass Substrate players that were name dropped if you’re curious: • $LPK — TGV Equipment • $GLW — Glass Mater…
决策后走势暂无图(这条腿还没有复盘打分的日线切片)
怎么买 限价买入 不高于昨收 +5%、仅下一个交易日，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 3日
失效/反转 Trendforce 报告未提及量产时间表或公司澄清无相关业务
观望 NIDGY.US
日本电气硝子 ADR，玻璃基板核心材料商，但属长期主题且短期无超预期订单催化，ADR 流动性一般，观望等右侧
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
这条决策没有研究档案。
原文全文
展开原文 · 478 字
“Leading” Glass Substrate players that were name dropped if you’re curious:
• $LPK — TGV Equipment
• $GLW — Glass Materials
• $ASGLY (5201 T)— Glass Materials
• $NIDGY (5214 T) — Glass Materials
• $LRCX — Etching Systems
• $DSCSY (6146 T)— Dicing Equipment
• $SMHSF — Bonding Systems
• $ONTO — Inspection Tools
• $KLAC — Inspection Tools
Fun to see the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others.
• $LPK — TGV Equipment
• $GLW — Glass Materials
• $ASGLY (5201 T)— Glass Materials
• $NIDGY (5214 T) — Glass Materials
• $LRCX — Etching Systems
• $DSCSY (6146 T)— Dicing Equipment
• $SMHSF — Bonding Systems
• $ONTO — Inspection Tools
• $KLAC — Inspection Tools
Fun to see the stuff I’ve called out early in the year like LPK at ~$150m MC get mentioned as a critical player by Trendforce and others.
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这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。