那光纤岂不是要完蛋_老虎社区_美港股上老虎

那光纤岂不是要完蛋

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":561720029393992,"tweetId":"561720029393992","gmtCreate":1778170394361,"gmtModify":1778170399626,"author":{"id":3564479083780631,"idStr":"3564479083780631","authorId":3564479083780631,"authorIdStr":"3564479083780631","name":"第N次大变革大分流","avatar":"https://static.tigerbbs.com/38a0f9f620ecb0107deca26ff5e51658","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":8973,"starInvestorFlag":false},"themes":[{"themeId":"29fb15e9f54f45f980545c523e191b7b","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"光通信集体反弹,没有消息也能涨一天?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":29fb15e9f54f45f980545c523e191b7b}&rnconfig={\"headerBarHidden\": true}","description":"光通信周三集体反弹。Lumentum收涨9.59%报919.40美元,领涨标普500,Marvell收涨3.61%报229.71美元,同一天AXT涨11.44%,Semtech涨11.03%,Coherent涨约6%。翻了一圈,没有一条属于Lumentum自己的消息:没有财报,没有指引,没有订单,也没有评级调整。市场把这轮涨归到两件事上,一是这批票前面跌得太深,周三是超跌之后的回补;二是共封装光学的热度,AXT当天就是被点名成这个方向的赢家。对照着看更清楚,周一重挫14%的康宁这天没跟上。多头的抓手是AI要搬的数据早晚得落到光这一层,产能是真紧的;空头的抓手是没有公司层面的消息撑着,涨得快的退得也快。这轮光通信的涨,有多少是真需求?","image":"https://static.tigerbbs.com/3ea3c1f13bb50f0c044b1363d2613c34"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>那光纤岂不是要完蛋</body></html>","htmlText":"<html><head></head><body>那光纤岂不是要完蛋</body></html>","text":"那光纤岂不是要完蛋","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/561720029393992","repostId":0,"isVote":1,"tweetType":1,"viewCount":3644,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}