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Photronics, Inc. · TradingView
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。
2026-10-03 – 2026-10-09
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I put Photronics in at $40 and it's at 25, so I was early and so far I was wrong, and here's why I still like it: it makes photomasks, the glass plates that carry the circuit pattern for every chip.
US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung:
在高端業務放量,政策紅利釋放的2026年,存在明顯的修復空間。我們認為合理的入場價是30,目標價53