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北京时间·🕒 发布 05-11 09:07:51时区推断·⟳ 抓取 06-03 18:55:31回填·⚡ 决策 06-17 03:38:27·132.8 天前
KOL引述高盛研报点名台股Nextronics(8147)为NVDA CPO供应链微市值供应商
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Just putting it out there with the Goldman Sachs $NVDA supplier note. There’s a very interesting ~$210m MC company Next…
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 不高于消息价 +5%、当日有效，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 高盛研报未提及或公司否认CPO业务 / 流动性枯竭无法成交
不做 NVDA.US
事件为供应链微市值公司喊单，对NVDA自身基本面及股价无影响
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研究档案
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原文全文
展开原文 · 670 字
Just putting it out there with the Goldman Sachs $NVDA supplier note.
There’s a very interesting ~$210m MC company Nextronics (8147) that I ended up taking positions on following GS.
That supplies CPO connectors and Cage Thermal Modules to Nvidia CPO supply chains.
They’re also in $AMZN supply chains and Humanoids. And massage chairs too.
Just thought I’d share an interesting idea (NFA/DYOR), I’ll do a BOM analysis later, but it looks very material relative to MC as Nvidia’s CPO program scales up.
Of course risks are multi-sourcing/getting designed out, but there’s probably a reason why GS flagged this micro supplier multiple times among $4-10B+ companies.
There’s a very interesting ~$210m MC company Nextronics (8147) that I ended up taking positions on following GS.
That supplies CPO connectors and Cage Thermal Modules to Nvidia CPO supply chains.
They’re also in $AMZN supply chains and Humanoids. And massage chairs too.
Just thought I’d share an interesting idea (NFA/DYOR), I’ll do a BOM analysis later, but it looks very material relative to MC as Nvidia’s CPO program scales up.
Of course risks are multi-sourcing/getting designed out, but there’s probably a reason why GS flagged this micro supplier multiple times among $4-10B+ companies.
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