🐦 推特SerenityV1 · 实盘可交易 · 做多市场:台股把握 5/10
北京时间·🕒 发布 05-13 06:27:43时区推断·⟳ 抓取 06-03 18:37:06回填·⚡ 决策 06-17 03:08:56·132.6 天前
台媒报道鸿海开始向NVDA出货CPO交换机机架，KOL看好其CPO封装子公司讯芯-KY(6451.TW)
📄 原文Serenity↗ 原文
Highly bullish implications today for Shunsin (6451). Which is Foxconn’s SiPH and CPO packaging/test arm. -> UDN report…
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 不高于昨收 +7%、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 5日
失效/反转 UDN新闻被证伪 / 鸿海否认CPO出货 / 3日内无其他一手源确认
不做 NVDA.US
供应链向NVDA出货属于预期内产业进展，对万亿市值的NVDA自身股价无弹性，非直接催化剂，无交易价值。
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 · 534 字
Highly bullish implications today for Shunsin (6451).
Which is Foxconn’s SiPH and CPO packaging/test arm.
-> UDN reported upward revision in volume and Foxconn began shipping cpo switch racks to $NVDA
-> CPO products are being produced in Foxconn's Vietnam plant…
Guess which company has been aggressively expanding its Bac Giang, Vietnam facility for CPO for the past few years?
As I said before Shunsin is basically a free hard-carry by Foxconn.
Was just very early but this looks to be the start of a massive growth curve.
Which is Foxconn’s SiPH and CPO packaging/test arm.
-> UDN reported upward revision in volume and Foxconn began shipping cpo switch racks to $NVDA
-> CPO products are being produced in Foxconn's Vietnam plant…
Guess which company has been aggressively expanding its Bac Giang, Vietnam facility for CPO for the past few years?
As I said before Shunsin is basically a free hard-carry by Foxconn.
Was just very early but this looks to be the start of a massive growth curve.
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