MC

历史观点（1 条，最新在上）

1. 2026/06/16 10:46提及跳转 X 原文 →
   English · 原文

   Still holding Foci/Nextronics. There was a CPO bear post from an analyst that said there would be delays (which $NVDA denied), which caused CPO related stocks to crash. Personally think Foci will end up a bottleneck for $TSM COUPE / $NVDA and Nextronics to be a beneficiary of optical components relative to MC in $NVDA supply chains. We'll see how this plays out.

   中文 · 翻译

   还在拿着 Foci/Nextronics。之前有个分析师发了篇关于 CPO 的看空帖，说项目会有延迟（$NVDA 否认了这点），结果 CPO 相关股票就崩了。 我个人觉得，Foci 最终会成为 $TSM COUPE / $NVDA 的一个瓶颈，而 Nextronics 则会受益于 $NVDA 供应链里光学组件相比 MC 的地位。 看后面怎么走吧。