🐦 推特SerenityV1 · 实盘没法做把握 3/10
北京时间·🕒 发布 05-27 15:10:04时区推断·⟳ 抓取 06-03 17:13:39回填·⚡ 决策 06-16 23:26:40·133.1 天前
KOL推荐某市值1.28B的功率半导体/硅光子材料公司（明确排除DPZ），受益欧美芯片法案
📄 原文Serenity↗ 原文
This was the company i personally liked + have positions in. Definitely not $DPZ. But kinda me of Soitec in a way. Powe…
不做 DPZ.US
标的消歧失败：推文作者明确排除 DPZ.US ('Definitely not $DPZ')，真实标的为隐含描述（市值1.28B、类似Soitec、获欧美芯片法案补助的功率/硅光子材料公司），无法唯一映射到具体可交易代码，无法执行。
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This was the company i personally liked + have positions in.
Definitely not $DPZ.
But kinda me of Soitec in a way.
Power semi / SiPH exposure both to Nvidia ecosystems.
Photonics side eval through Nvidia right now. Power semi exposure through NVtS and powl, ~1.29 p/b, EU chips act grantee. US chips act grant ongoing.
~$1.28B MC, should be beneficiary of eu chips act round 2 today as a catalyst
Definitely not $DPZ.
But kinda me of Soitec in a way.
Power semi / SiPH exposure both to Nvidia ecosystems.
Photonics side eval through Nvidia right now. Power semi exposure through NVtS and powl, ~1.29 p/b, EU chips act grantee. US chips act grant ongoing.
~$1.28B MC, should be beneficiary of eu chips act round 2 today as a catalyst
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