Positive (0)
No positive opinions in this period.
Unimicron Technology Corp. · TradingView
No price data available.
Opinions on non-trading days appear on the next trading session.
2026-10-03 – 2026-10-09
No positive opinions in this period.
No negative opinions in this period.
以下列出我认为可能受益的板块(个人调研结果,NFA):GPU+LPU混合推理架构催生新需求,高速光通信、PCB和800V HVDC电源供应链受益。
TLDR of my top foreign stocks: 1. Nitto Boseki - T-Glass (Japan) 2. Unimicron - Substrates/Glass Core (Taiwan) 3. Samsung/SK Hynix - HBM (Korea) 4. Kioxia - NAND w/ $SNDK (Japan) 5. Nanya Technologies - Memory (Taiwan) US supply chains like $INTC (foundry), $MU (memory), or $LPTH (germanium) are typically my longs of preference "Made in America" bottleneck + supply chains.