🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 05-21 17:12:12时区推断·⟳ 抓取 06-03 17:43:33回填·⚡ 决策 06-17 00:56:36·132.9 天前
AMD拟向台湾供应链投资超100亿美元扩充AI产能，日月光等封测与ODM厂商受益
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Just as I say this: $AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra) AMD is collaborating…
不做 AMD.US
作为出资方，100亿美元Capex对数千亿市值的AMD短期股价催化有限，且产能保障属长期逻辑，非短期交易催化剂。
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 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +6%(半仓)/+12%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 AMD官方否认100亿投资计划 / 先进封装产能未如预期分配给日月光
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 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +5%(半仓)/+10%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 AMD AI服务器订单未向Sanmina倾斜 / 供应链证实该投资为旧闻
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原文全文
展开原文 · 468 字
Just as I say this:
$AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra)
AMD is collaborating with $ASX and SPIL.
As well as ODM partners like “ $SANM, Wiwynn (6669), Wistron (3231) and Inventec (2356).
PTI, Unimicron, AIC, Nan Ya PCB, and Kinsus were also name dropped as direct beneficiaries.
And of course second order beneficiaries like Foci or MSScorps also benefit.
But bullish on Taiwan supply chains all around from $AMD news.
$AMD invests $10B+ into Taiwan ecosystem (for securing capacity/scaling infra)
AMD is collaborating with $ASX and SPIL.
As well as ODM partners like “ $SANM, Wiwynn (6669), Wistron (3231) and Inventec (2356).
PTI, Unimicron, AIC, Nan Ya PCB, and Kinsus were also name dropped as direct beneficiaries.
And of course second order beneficiaries like Foci or MSScorps also benefit.
But bullish on Taiwan supply chains all around from $AMD news.
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