🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 05-25 11:46:23时区推断·⟳ 抓取 06-03 17:20:20回填·⚡ 决策 06-17 00:25:39·132.8 天前
台媒报道TSMC COUPE与AI光学市场，点名台股小盘股FOCI与MSS受益
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Oh look, a new UDN article about $TSM COUPE + AI optical markets. Institutional investors are optimistic that Taiwanese…
不做 TSM.US
超大市值标的，单一供应链或技术新闻对其基本面和股价无实质影响，缺乏交易价值
不做 3363.TW
小盘股社媒炒作，缺乏主流机构背书，符合'小盘+社媒首发'的疑似凑单特征，流动性与基本面风险高
不做 6830.TW
小盘股社媒炒作，信号作者自承高盛未提及该公司，缺乏机构背书，疑似凑单，风险收益比差
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展开原文 · 1,077 字
Oh look, a new UDN article about $TSM COUPE + AI optical markets.
Institutional investors are optimistic that Taiwanese companies:
FOCI (3363), and MSScorps (6830) are expected to benefit
But... that "Institutional" should be changed to retail investors on X?
For FOCI: "Its FAU products have been developed in cooperation with TSMC for at least three years, and the specifications have been promoted to 1.6T, 3.2T, and the subsequent mass production schedule has become the focus of market observation."
For MSS: "cut into the silicon photonics and CPO detection analysis, the main "light loss detection" technology ... and launch of the silicon photonics test platform, lock in research and development, engineering verification, failure analysis and a small number of diverse test applications."
These are still two extremely small companies... and things like MSS weren't even mentioned by GS, despite the news claims about relations.
So feels like X found this early, mainstream institutions are likely about to enter after seeing this sort of confirmation.
Institutional investors are optimistic that Taiwanese companies:
FOCI (3363), and MSScorps (6830) are expected to benefit
But... that "Institutional" should be changed to retail investors on X?
For FOCI: "Its FAU products have been developed in cooperation with TSMC for at least three years, and the specifications have been promoted to 1.6T, 3.2T, and the subsequent mass production schedule has become the focus of market observation."
For MSS: "cut into the silicon photonics and CPO detection analysis, the main "light loss detection" technology ... and launch of the silicon photonics test platform, lock in research and development, engineering verification, failure analysis and a small number of diverse test applications."
These are still two extremely small companies... and things like MSS weren't even mentioned by GS, despite the news claims about relations.
So feels like X found this early, mainstream institutions are likely about to enter after seeing this sort of confirmation.
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