🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-11 19:51:48时区推断·⟳ 抓取 06-11 23:49:21·⚡ 决策 06-14 19:06:59 +2d19h·135.4 天前
KOL分享Starlink供应链贸易记录名单，缺乏增量催化
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I'm trying a new research style going through trade records for fun, in case I find anything random. eg. Starlink direc…
不做 300433.SZ
KOL趣味数据挖掘，缺乏一手催化剂与具体订单印证；Starlink业务对消费电子龙头业绩弹性极小；主题陈旧，无增量信息。
不做 DISCO.US
代码归一化错误(实为日股6146.T)；公司为半导体设备商，被算作Starlink直接供应商属逻辑过度延伸，无操作价值。
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I'm trying a new research style going through trade records for fun, in case I find anything random.
eg. Starlink direct suppliers:
Eson Precision - ($585M, 5243)
Lite-On - (way too many times for power, $16B)
Meiko - $4.94B
Lens Technology - 300433
Compeq - $10.36B (I covered this awhile back for spacex)
Chicony Power Technology - $1.13B (never heard of this one)
Foxconn Interconnect - $7.48B
DISCO (6146) - oh hey
E&R (8027) - $758.73M (was looking at this with $LPK)
lot of noise, lot of names, but it's fun
eg. Starlink direct suppliers:
Eson Precision - ($585M, 5243)
Lite-On - (way too many times for power, $16B)
Meiko - $4.94B
Lens Technology - 300433
Compeq - $10.36B (I covered this awhile back for spacex)
Chicony Power Technology - $1.13B (never heard of this one)
Foxconn Interconnect - $7.48B
DISCO (6146) - oh hey
E&R (8027) - $758.73M (was looking at this with $LPK)
lot of noise, lot of names, but it's fun
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