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KC878
KC878
·
02-06 18:23
随著AI与数据中心需求爆发，光通讯正从幕后基础设施升级为关键成长赛道。1.6T/3.2T光模块、硅光技术及CPO封装将驱动产业革新，并推动上游晶圆、设计至设备商的价值重估。然而，技术迭代快速与供应链风险仍需警惕。长期来看，光通讯将与AI生态深度融合，成为支撑数字经济的「光速血管」。现时宜关注技术领先且具规模优势的龙头企业。
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KC878
KC878
·
02-05 08:49
Lumentum Q2财报亮眼，营收创新高达6.655亿美元，年增65.5%。AI资料中心需求强劲，带动光学模组与收发器销售，毛利率显著提升。OCS与CPO订单满手，成未来成长引擎。虽然股价已大涨，估值偏高，但AI基础设施长期需求明确，公司转型成功，前景看好。[得意]
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KC878
KC878
·
02-03
对原油市场保持谨慎，不押注单边方向。市场短期受地缘冲突影响波动，但中长期由供过于求主导，因主要产油国增产而全球需求增长乏力。预计油价将在区间宽幅震荡。在这种环境下，与其猜测涨跌，不如关注产业链中更具确定性的环节，如成本控制优异的企业或受油价影响较小的下游领域。[思考]
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KC878
KC878
·
01-21
AI浪潮下，增长红利高度集中。台积电（TSMC）作为先进制程与CoWoS封装的核心供应商，以及英伟达（NVIDIA） 等AI晶片设计龙头将直接受惠。存储芯片巨头如美光（Micron）因HBM产能供不应求，定价能力强，亦将是主要赢家。其余企业则需争夺有限的非AI产能。
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KC878
KC878
·
01-16
Intel凭借1.8nm制程黑豹湖处理器强势回归，展现技术突破与AI PC雄心。然而，面临AMD及高通的激烈竞争、制程良率与成本考验，加上记忆体涨价及地缘政治风险，其王者之路仍充满变数。短期股价受消息提振，但长期能否真正翻身，还需观察后续量产表现与市场接受度。半导体战场胜负未定，宜谨慎看待。
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KC878
KC878
·
01-14
JPM业绩超预期但费用指引偏高，市场反应谨慎；BNY稳健创纪录，展现规模效应；DAL现金流强劲却受成本压力影响。整体显示经济韧性足，但通胀与信贷风险犹存，财报季投资需细辨个股质地与行业趋势。
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KC878
KC878
·
01-12
当前市场受政治干扰与避险情绪主导。联储局独立性受疑虑，叠加地缘风险，虽短期资金流向黄金与成长股，但波动加剧。港股受惠政策预期与南下资金，但全球不确定性仍高，恒指短期或于26,000点附近反复。会保持谨慎，观察事件发展与市场情绪变化。[得意]
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KC878
KC878
·
2025-12-31
当前市场呈现避险与成长并存的格局，个人倾向采取「平衡布局」策略：配置部分黄金ETF（如GLD）抵御汇率与地缘波动，同时增持港股科技类ETF（如恒生科技指数）捕捉估值修复机会。另以宽基ETF（如沪深300）作为核心持仓，稳健参与市场长期成长。2026年将密切关注中美政策动向，动态调整比重，力求在波动中兼顾风险与收益。[财迷]
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KC878
KC878
·
2025-12-30
我也喜欢这样🤭
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KC878
KC878
·
2025-12-29
这是收取权利金、且看涨后市的策略。在GLD价格高位震荡或温和上涨时能稳定获利，其最大收益与亏损均被锁定，风险可控。然而，策略盈亏比约1:3.3，显示潜在亏损远大于收益，对进场时机及标的价格稳定性要求极高，若市场出现剧烈回调，将面临显著亏损。[财迷]
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等AI晶片设计龙头将直接受惠。存储芯片巨头如美光（Micron）因HBM产能供不应求，定价能力强，亦将是主要赢家。其余企业则需争夺有限的非AI产能。","listText":"AI浪潮下，增长红利高度集中。台积电（TSMC）作为先进制程与CoWoS封装的核心供应商，以及英伟达（NVIDIA） 等AI晶片设计龙头将直接受惠。存储芯片巨头如美光（Micron）因HBM产能供不应求，定价能力强，亦将是主要赢家。其余企业则需争夺有限的非AI产能。","text":"AI浪潮下，增长红利高度集中。台积电（TSMC）作为先进制程与CoWoS封装的核心供应商，以及英伟达（NVIDIA） 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