Elite Semiconductor Microelectronics Technology Inc. · 市场: 台股 · TradingView
最近 3 个月,1 位财经博主对 3006.TW(Elite Semiconductor Microelectronics Technology Inc.)发表了 6 条公开观点:看多 6、看空 0。讨论最多的是 Serenity。最近 7 天,看多 3006.TW 的博主:Serenity。
美元 · 头像标出博主观点:绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
2026-11-08 – 2026-11-14
Memory from Samsung to $ESMT trades at 1-3x fwd P/E with price-floor LTAs, $POET sits under net cash, and $COHR and $LITE signed big LTAs. I'm confident in a recovery, especially in bottlenecks.
Markets should care about how much FCF is actually hitting the balance sheets, but are just indiscriminately selling off everything now. But continue rotating capital into 180x forward P/E names like CRWD.
So yes, I think markets are trolling now with selling off a 1.59x p/e (annualized) company, since further price hikes are expected Q4.
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最近 3 个月,1 位财经博主对 3006.TW(Elite Semiconductor Microelectronics Technology Inc.)发表了 6 条公开观点:看多 6、看空 0。讨论最多的是 Serenity。最近 7 天,看多 3006.TW 的博主:Serenity。
最近 7 天,看多 3006.TW 的博主:Serenity。最新观点:Serenity(2026-11-08,看多):“Memory from Samsung to $ESMT trades at 1-3x fwd P/E with price-floor LTAs, $POET sits under net cash, and $COHR and $LITE signed big LTAs. I'm confident in a…” Serenity(2026-11-04,看多):“Markets should care about how much FCF is actually hitting the balance sheets, but are just indiscriminately selling off everything now. But continue rotating…” Serenity(2026-11-03,看多):“So yes, I think markets are trolling now with selling off a 1.59x p/e (annualized) company, since further price hikes are expected Q4.”
最近 3 个月看多 3006.TW 的博主:Serenity(6 条)。
最近 3 个月没有博主看空 3006.TW。
最近一条发布于 2026-11-08,来自 Serenity,观点为看多。
全部来自财经博主公开发布的视频或帖子,每条都附原始链接,并标注在 3006.TW 的价格图上。本站只整理公开观点,不构成投资建议。