🐦 推特SerenityV1 · 实盘可交易 · 做多市场:欧股/BR把握 5/10
北京时间·🕒 发布 06-03 22:14:28时区推断·⟳ 抓取 06-03 22:24:54·⚡ 决策 06-16 19:13:48 +12d20h·132.9 天前
欧盟芯片法案2.0提案发布，光子学被纳入结构性政策支持
📄 原文Serenity↗ 原文
EU CHIPS Act 2.0 proposal is now released. Great news: Photonics is now confirmed to be the new structural addition to…
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 不高于消息价 +4%、当日有效，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 5日
失效/反转 欧盟官方否认光子学纳入芯片法案2.0或提案被大幅削减
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 +4%、当日有效，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 5日
失效/反转 欧盟官方否认光子学纳入芯片法案2.0或提案被大幅削减
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 不高于消息价 +4%、当日有效，不成交作废
怎么卖 止盈 +8%(半仓)/+12%(清仓) · 止损 -5% · 时间止损 5日
失效/反转 欧盟官方否认光子学纳入芯片法案2.0或提案被大幅削减
不做 SIVE.SE
代码后缀存疑(瑞典通常为ST)且为小盘，流动性风险高，优先聚焦直接点名的中大票
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原文全文
展开原文 · 2,000 字
EU CHIPS Act 2.0 proposal is now released.
Great news: Photonics is now confirmed to be the new structural addition to EU policy.
This is thematically bullish for the EU photonics sector.
Thematically:
- "This new component of the Chips for Europe Initiative supports the development of photonic integrated circuits and associated technologies"
- "building and strengthening advanced design, prototyping, and industrial deployment capacities for photonic integrated circuit technologies and other photonic technologies across the Union"
- "extend the Union’s design capabilities, including in photonics"
- "strengthen existing and develop new pilot lines and open-access semiconductor manufacturing facilities for the prototyping and production of photonic integrated circuits and associated photonic technologies
- "develop and maintain design libraries and design automation tools for photonic integrated circuits, associated photonic technologies"
===
More specifically policy specifically focuses on
-> co-packaged optics for AI data centres (CPO/interconnects focus is bullish read through for $SIVE)
-> “Silicon photonics … applications in high-bandwidth data-centre interconnects…”
-> Capabilities in production technologies including co-packaging and heterogeneous integration with electronic chips, manufacturing equipment, and materials platforms for photonic integrated circuits shall be strengthened ( $XFAB)
-> $SOI directly mentioned in impact analysis regarding structural strengths of the EU. "The EU has a relatively strong global position in SOI wafers, with Soitec and Siltronic being notable players"
-> $XFAB also directly mentioned in impact analysis, as part of creating the current funding framework.
Obviously structurally positive for $XFAB since they're literally leading the European Silicon Photonics Value chain and listed in First of a Kind (FOAK) category.
Initial interpretation, this is heavily positive for EU photonics leaders that go inside A
Great news: Photonics is now confirmed to be the new structural addition to EU policy.
This is thematically bullish for the EU photonics sector.
Thematically:
- "This new component of the Chips for Europe Initiative supports the development of photonic integrated circuits and associated technologies"
- "building and strengthening advanced design, prototyping, and industrial deployment capacities for photonic integrated circuit technologies and other photonic technologies across the Union"
- "extend the Union’s design capabilities, including in photonics"
- "strengthen existing and develop new pilot lines and open-access semiconductor manufacturing facilities for the prototyping and production of photonic integrated circuits and associated photonic technologies
- "develop and maintain design libraries and design automation tools for photonic integrated circuits, associated photonic technologies"
===
More specifically policy specifically focuses on
-> co-packaged optics for AI data centres (CPO/interconnects focus is bullish read through for $SIVE)
-> “Silicon photonics … applications in high-bandwidth data-centre interconnects…”
-> Capabilities in production technologies including co-packaging and heterogeneous integration with electronic chips, manufacturing equipment, and materials platforms for photonic integrated circuits shall be strengthened ( $XFAB)
-> $SOI directly mentioned in impact analysis regarding structural strengths of the EU. "The EU has a relatively strong global position in SOI wafers, with Soitec and Siltronic being notable players"
-> $XFAB also directly mentioned in impact analysis, as part of creating the current funding framework.
Obviously structurally positive for $XFAB since they're literally leading the European Silicon Photonics Value chain and listed in First of a Kind (FOAK) category.
Initial interpretation, this is heavily positive for EU photonics leaders that go inside A
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