看多 (0)
该周期暂无看多观点。
SOI
- 最新收盘
- —
- 观点
- 2
- 观点倾向
- 看多 2看空 0
行情与观点
- 看多
- 看空
- 双向
暂无行情数据。
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。
It's extremely early in the next inflection point: I personally like $SIVE, $AEHR if I had to pick two more smaller purer play companies around now, maybe throw in $AAOI on the next drop, and for safer, $SOI, $MRVL seem solid.
$TSEM, $AEHR, $SIVE, $SOI and Win Semi are my pure-play picks for the photonics supercycle, and I've longed $LITE and $AAOI since last year. A lot of these companies are likely going to re-rate hard.
