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北京时间·🕒 发布 06-02 21:17:12时区推断·⟳ 抓取 06-03 16:10:06回填·⚡ 决策 06-16 19:59:04·133.1 天前
KOL喊单XFAB硅光子代工业务并预期CHIPS Act 2将其纳入光子蓝图
📄 原文Serenity↗ 原文
Tbh $XFAB lowkey reminds me of early $TSEM. Just sub <$2B MC. You basically never find a company with $NVDA and $NOK ac…
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 不高于消息价 +5%、当日有效，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 3日
失效/反转 CHIPS Act 2 发布后未提及 XFAB 或光子蓝图未包含该公司
不做 NVDA.US
仅为技术验证方，市值巨大，该合作对NVDA无实质边际影响
不做 NOK.US
仅为技术验证方，对NOK整体业绩无实质边际影响
不做 TSEM.US
推文中仅作为估值类比对象，无直接业务或事件催化
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
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 · 597 字
Tbh $XFAB lowkey reminds me of early $TSEM.
Just sub <$2B MC.
You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics foundry… (photonixFAB)
While getting CHIPS act/Gov grants to subsidize capex.
While leading the Europe’s effort to build a photonics supply chain.
Feels like that alone would justify valuations… but you get the power semi SiC/GaN operations for free too and all its assets.
CHIPS act 2 is coming out tomorrow, and $XFAB is listed in the photonics blueprints.
Did I miss something?
Or did markets miss something?
Just sub <$2B MC.
You basically never find a company with $NVDA and $NOK actively validating your pre-commercial silicon photonics foundry… (photonixFAB)
While getting CHIPS act/Gov grants to subsidize capex.
While leading the Europe’s effort to build a photonics supply chain.
Feels like that alone would justify valuations… but you get the power semi SiC/GaN operations for free too and all its assets.
CHIPS act 2 is coming out tomorrow, and $XFAB is listed in the photonics blueprints.
Did I miss something?
Or did markets miss something?
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