GFS

RRuby投资笔记GFGFSBUYM-term · Medium-term · Explicit2026-08-04

Furthermore, if the growth rate of silicon photonics exceeds expectations, CPO begins to truly take off in AI data centers, gross margins continue to rise above 30%, and government support further improves orders and capacity utilization, then the market... I'm willing to pay a higher valuation premium, and the stock price has the potential to challenge $125. The current $50 represents a potential upside of around 150%.

SSerenityGFGFSBUYM-term · Medium-term · Explicit2026-06-09

I do really like $GFS, $JBL, and others tied with $SIVE.

NNaNa说美股GFGFSBUYM-term · Medium-term · Explicit2026-05-22

量子公司未来谁能真正成功，现在还很难说，但负责提供底层制造和工具的平台公司，反而可能成为长期受益者。美国政府正在提前布局量子产业链，而格芯则正在被推向这个产业链里非常关键的位置。就算被套住，很快就会解套。