🐦 推特SerenityV1 · 实盘可交易 · 做多市场:台股把握 5/10
北京时间·🕒 发布 05-30 19:31:43时区推断·⟳ 抓取 06-03 16:59:49回填·⚡ 决策 06-16 21:51:33·132.8 天前
鸿海股东会提及CPO交换机Q3量产，KOL喊单子公司讯芯(6451)受益
📄 原文Serenity↗ 原文
Per Foxconn shareholder meeting: CPO switch products expected to begin Q3. 10K units 2026, explosive grow to next year.…
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 不高于昨收 +5%、2 个交易日内有效
怎么卖 止盈 +10%(半仓)/+18%(清仓) · 止损 -7% · 时间止损 5日
失效/反转 公司澄清无CPO相关产品或订单，或股东会内容被证实为不实传闻
不做 2317.TW
鸿海市值庞大，1万台CPO交换机对整体营收弹性极小；KOL喊单核心指向子公司6451，母公司缺乏超额收益空间。
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成交明细
该臂暂无收益数据(没有收益口径表头)。
研究档案
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原文全文
展开原文 · 431 字
Per Foxconn shareholder meeting:
CPO switch products expected to begin Q3. 10K units 2026, explosive grow to next year.
Aims/expected to be #1 globally.
Anyone remember which Foxconn subsidiary handles their advanced optical work?
cough.. cough.. Shunsin (6451).
Lot of these exponentially scaling volume shipments won’t show up in balance sheet yet, but will likely soon H2.
This is called frontrunning the next supercycle.
CPO switch products expected to begin Q3. 10K units 2026, explosive grow to next year.
Aims/expected to be #1 globally.
Anyone remember which Foxconn subsidiary handles their advanced optical work?
cough.. cough.. Shunsin (6451).
Lot of these exponentially scaling volume shipments won’t show up in balance sheet yet, but will likely soon H2.
This is called frontrunning the next supercycle.
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