🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 05-15 10:17:59时区推断·⟳ 抓取 06-03 18:20:25回填·⚡ 决策 06-17 02:23:45·132.7 天前
KOL喊单台股上诠(3363.TW)为NVDA/TSM的CPO核心供应商
📄 原文Serenity↗ 原文
FOCI (3363) is one of the most undervalued CPO players in the entire market right now at ~$3B. Their BOM is massive rel…
不做 3363.TW
KOL社媒喊单，底层逻辑为2027-2028年远期CPO业绩预期，无近期一手订单或催化剂证实；CPO概念已反复炒作，此类中小盘概念股喊单常为滞后或出货，缺乏短期edge。
不做 NVDA.US
仅作为KOL推文的背景生态提及，事件对其无实质增量信息，不构成交易催化。
不做 TSM.US
仅作为KOL推文的背景生态提及，事件对其无实质增量信息，不构成交易催化。
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FOCI (3363) is one of the most undervalued CPO players in the entire market right now at ~$3B.
Their BOM is massive relative to MC and they're expected to capture a dominant market share for $NVDA / $TSM.
You only start to see this show up 2027 / 2028, even though we're entering H2 2026 now (which is what I mean by frontrunning CPO supercycle).
Their BOM is massive relative to MC and they're expected to capture a dominant market share for $NVDA / $TSM.
You only start to see this show up 2027 / 2028, even though we're entering H2 2026 now (which is what I mean by frontrunning CPO supercycle).
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