🐦 推特aleabitoredditV1 · 实盘不做把握 8/10
北京时间·源无时间·以抓取为准·⟳ 抓取 06-08 14:22:58回填·⚡ 决策 06-16 17:32:03·133.0 天前
KOL汇总800V DC概念股票清单
📄 原文aleabitoreddit↗ 原文
Okay chat, here's your compiled list chat of your favorite 800V DC related ideas. 1. $IFNNY - $115.8B 2. $ON - $46.2B 3…
不做 IFNNY.US
KOL清单帖，无新基本面催化剂，800V DC为长期产业主题且标的过于分散，缺乏短期交易edge。
不做 ON.US
KOL清单帖，无新基本面催化剂，800V DC为长期产业主题且标的过于分散，缺乏短期交易edge。
不做 VICR.US
KOL清单帖，无新基本面催化剂，800V DC为长期产业主题且标的过于分散，缺乏短期交易edge。
不做 300376.SZ
KOL清单帖，无新基本面催化剂，800V DC为长期产业主题且标的过于分散，缺乏短期交易edge。
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原文全文
展开原文 · 1,077 字
Okay chat, here's your compiled list chat of your favorite 800V DC related ideas.
1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR - $12.8B
6. $LFUS - $11.57B
7. https://t.co/1unM4FPf65 - $8.34B
8. $VSH - $7.86B
9. $ENPH - $7.36B
10. $NVTS - $5.77B
11. $POWI - $4.30B
12. $BDC - $4.18B
13. $EOSE - $3.86B
14. $SEDG - $3.82B
15. $AEHR - $3.1B
16. 6890.T - $2.66B
17. $WOLF - $2.16B
18. $CWR.L - $1.75B
19. $AMSC - $1.68B
20. https://t.co/43OXU9tx65 - $1.68B
21. $XFAB - $1.54B
22. $AOSL - $1.25B
23. $HYLN - $1.23B
24. $FCEL - $835M
25. $IQE.L - $780M
26. $ASYS - $276M
27. $RELL - $239M
28. 6844.T - $222M
29. 4973.T - $207M
30. $PAY.BR - $189M
31. 6616.T - $186M
32. 6882.T - $124M
33. $IPWR - $96m
Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho.
There's like 500 comments, but I guess X limits everything I can see.
We'll see how your highest conviction ideas do.
1. $IFNNY - $115.8B
2. $ON - $46.2B
3. Lite-On (2301) - $16.03B
4. 6504.T - $14.1B
5. $VICR - $12.8B
6. $LFUS - $11.57B
7. https://t.co/1unM4FPf65 - $8.34B
8. $VSH - $7.86B
9. $ENPH - $7.36B
10. $NVTS - $5.77B
11. $POWI - $4.30B
12. $BDC - $4.18B
13. $EOSE - $3.86B
14. $SEDG - $3.82B
15. $AEHR - $3.1B
16. 6890.T - $2.66B
17. $WOLF - $2.16B
18. $CWR.L - $1.75B
19. $AMSC - $1.68B
20. https://t.co/43OXU9tx65 - $1.68B
21. $XFAB - $1.54B
22. $AOSL - $1.25B
23. $HYLN - $1.23B
24. $FCEL - $835M
25. $IQE.L - $780M
26. $ASYS - $276M
27. $RELL - $239M
28. 6844.T - $222M
29. 4973.T - $207M
30. $PAY.BR - $189M
31. 6616.T - $186M
32. 6882.T - $124M
33. $IPWR - $96m
Also included some adjacent ones you all mentioned like $FCEL or $EOSE anyway, tho idk it's great exposure. Ignored the clearer irrelevant stuff like $POET that people mentioned tho.
There's like 500 comments, but I guess X limits everything I can see.
We'll see how your highest conviction ideas do.
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