🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 05-14 09:47:16时区推断·⟳ 抓取 06-03 18:24:59回填·⚡ 决策 06-17 02:44:37·132.7 天前
传闻台股讯芯(6451)获博通CPO/硅光子订单
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Interesting report that I missed that Shunsin (6451) landed $AVGO CPO/SiPH orders… And their EPS growth rate could reac…
不做 AVGO.US
单一后段封装厂订单传闻对博通基本面及股价无边际影响，CPO逻辑早已明牌，此消息对AVGO属纯噪音。
不做 6451.TW
纯媒体猜测与未证实传闻，缺乏一手来源，且EPS增长1240%的预测过于夸张，属于未证实的完美利好，按底线规则回避。
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Interesting report that I missed that Shunsin (6451) landed $AVGO CPO/SiPH orders…
And their EPS growth rate could reach over 1240%.
Of course this is confidential and is media speculation.
But makes sense that all your top players use Foxconn for optical packaging/test.
And their EPS growth rate could reach over 1240%.
Of course this is confidential and is media speculation.
But makes sense that all your top players use Foxconn for optical packaging/test.
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