🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 06-01 08:11:46时区推断·⟳ 抓取 06-03 16:54:29回填·⚡ 决策 06-16 21:18:43·133.0 天前
KOL在Computex提及HIMX具备CPO微透镜阵列(PMLA)概念
📄 原文Serenity↗ 原文
At Computex Taiwan, for new CPO exposure companies, always a good opportunity to find ideas: Eg. 3362 Advanced Optoelec…
不做 HIMX.US
KOL展会随笔联想，无实质性新催化剂（无订单或活跃客户确认），作者自承技术仍处demo阶段；CPO/MLA属旧概念重提，缺乏预期差与edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 400 字
At Computex Taiwan, for new CPO exposure companies, always a good opportunity to find ideas:
Eg. 3362 Advanced Optoelectronic ~$477M with Largan Precision (3008) ~$14.6B
PMLA (microlens array) and FAU. Kinda reminds me of $HIMX / Foci
There’s a difference between sampling/demo stage though and having active customers, so need do more research beyond this.
Just a good starting research process
Eg. 3362 Advanced Optoelectronic ~$477M with Largan Precision (3008) ~$14.6B
PMLA (microlens array) and FAU. Kinda reminds me of $HIMX / Foci
There’s a difference between sampling/demo stage though and having active customers, so need do more research beyond this.
Just a good starting research process
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。