看多 (0)
该周期暂无看多观点。
SMTC
Semtech Corporation · TradingView
- 最新收盘
- $187.49
- +167.7% 自 2025-10-09
- 观点
- 6
- 观点倾向
- 看多 6看空 0
行情与观点
- 看多
- 看空
- 双向
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。
观点概览
2026-10-03 – 2026-10-09
看空 (0)
该周期暂无看空观点。
Component suppliers in general are really positive on the potential FCC rules for optical transceivers: $SMTC, $MXL, $AAOI, $SIVE, $LITE and $COHR benefit as qualified Western laser, DSP and TIA capacity becomes more important.
Memory like $MU / $SKHY is in it's current supercycle. Demand visibility is high, and I expect photonics like $SMTC to $AAOI to cook heavily in 2027 given widespread optical shortages.
Obviously short timeframe, but I expect many of these to keep going up more.
