🐦 推特SerenityV1 · 实盘可交易 · 做多市场:台股把握 3/10
北京时间·🕒 发布 05-26 09:11:30时区推断·⟳ 抓取 06-03 17:17:11回填·⚡ 决策 06-17 00:01:38·132.7 天前
KOL Serenity 喊单台股 CPO 概念股，看好 Computex 及 NVDA 会议催化
📄 原文Serenity↗ 原文
Win Semi (3105) is almost never mentioned in photonics analyst reports. But they’ll probably show up as an important bo…
决策后走势暂无图(这条腿还没有复盘打分的日线切片)
怎么买 限价买入 不高于昨收 +5%、2 个交易日内有效
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -6% · 时间止损 5日
失效/反转 Computex 会议未提及 CPO 激光测试瓶颈 / 3 日内无产业链交叉验证
观望 6451.TW
KOL 提及正在起势，但缺乏具体基本面确认与实时报价，等量价配合及美股 CPO 龙头共振
不做 3363.TW
清单凑数标的，CPO 光纤属明牌预期，大概率已部分 price-in，缺乏独立催化
不做 8147.TW
KOL 明确提及 disposition 尚未完成，存在资产处置不确定性，规避
观望 NVDA.US
产业链龙头明牌，当前为会议预期炒作阶段，等 Computex 具体 CPO 路线图及 capex 指引确认后再定方向
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成交明细
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研究档案
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原文全文
展开原文 · 524 字
Win Semi (3105) is almost never mentioned in photonics analyst reports.
But they’ll probably show up as an important bottleneck for scaling lasers next year.
Glad to see Shunsin (6451) start picking up steam from my TW longs.
Foci (3363), MSSCorp (6830) should start getting some attention too imo after Computex / $NVDA conference next month.
Nextronics (8147), I personally kinda expect to 3x down the road.. once disposition is over.
5 of my favorite CPO exposure longs over in Taiwan, especially at current prices.
But they’ll probably show up as an important bottleneck for scaling lasers next year.
Glad to see Shunsin (6451) start picking up steam from my TW longs.
Foci (3363), MSSCorp (6830) should start getting some attention too imo after Computex / $NVDA conference next month.
Nextronics (8147), I personally kinda expect to 3x down the road.. once disposition is over.
5 of my favorite CPO exposure longs over in Taiwan, especially at current prices.
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