$CMXT
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AI资金回流高流动性板块，半导体供应链多处出现涨价与瓶颈。
我很高兴杠杆交易者们从AI股票撤出，转回高流动性板块和生物科技（如$MRNA），这样我们或许能更快看到复苏。 除此之外，一些要点摘要： - $EWY上涨，主要得益于SK海力士的回购（他们利润太丰厚了），以及三星晶圆代工约10-15%的涨价。 - $SKHY发布共封装光学(CPO)路线图？看来他们在做光子中介层与内存连接的技术，我得深入看看。 这可能会带来更大的潜在市场(TAM)扩张，以及更多供应链受益者（如激光器、光子集成电路(PICs)、封装）。 - $YMTC继长鑫存储(CMXT)成功IPO后，计划下季度寻求IPO。 中国IPO市场正从宇树科技到内存制造商全面爆发。 美国应该采取类似做法，而不是让公司在万亿估值时IPO。 - Tyntek涨停，鉴于光子领域光电二极管需求失衡，其订单可见度已至2028年。 Elazr总经理曾表示整个光学供应链面临严重短缺……我接下来可能会更关注高端光电二极管瓶颈。 - 摩根士丹利预测DDR4在Q3环比涨价50%，2026年Q4涨价10%+。（南亚/2408，旺宏/2344应该很高兴）。 - 据报道，中国推迟对台湾出口锗、石英基材料和钕磁铁的许可。 所以我可能会一边吃杯面一边研究那里的供应链中断问题。 - 高端PCB钻头短缺（仍在持续），凯美(5498)称AI数据中心、服务器和光通信正在推动PCB、HDI和封装基板的需求，同时钨价上涨。 尽管全球五大钻头制造商正在积极扩产，供应仍远低于整体市场需求。 只是最近发现的一些有趣内容，当然$MRNA的事也挺有意思。
英文原文
I'm glad the leverage bros moved from AI stocks back to Hyerliquid and biotech like $MRNA, so maybe we'll see a faster recovery. Aside from that just some TLDR stuff: - $EWY up, primarily from SK Hynix buybacks (they're just too profitable), and Samsung Foundry roughly ~10-15% price hikes. - $SKHY unveils CPO roadmap?? Apparently they're doing something with photonic interposer that links to memory, so I gotta look a bit deeper into this Probably going to be more TAM expansion, more supply chain beneficiaries (eg. lasers, PICs, packaging) off this. - $YMTC pursuing IPO next quarter following CMXT's successful IPO. The Chinese IPO market is just going brrr from Unitree to memory makers. US needs to do something similar rather than IPOing companies at trillion dollar valuations already. - Tyntek limit up there's now order visibility through 2028, given photodiode demand imbalance for photonics. Elazr GM did say the entire optical supply chain was facing major shortages... I'll probably look more at high-end PD bottlenecks next. - MS forecasts a 50% Q/Q price increase for DDR4 for Q3, and 10%+ increase for Q4 2026. (Nanya/2408, Windbond/2344, should be happy). - China reportedly delays clearance from germanium, quartz-based materials, and neodymium magnets To taiwan. So I'll probably have some fun looking into supply chains disruptions there over cup noodles. - High-end PCB drill shortage (still ongoing), Kawei (5498) said AI DCs, servers and optical communications are driving demand for PCBs, HDI and package substrates, while tungsten prices are rising. Though the world's five largest drill manufacturers are aggressively expanding capacity, supply remains far below overall market demand Just stuff I found interesting recently, obviously $MRNA stuff is too.
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CMXT 上市暴涨近 5 倍，博主调侃并询问中国粉丝是否参与。
哇，$CMXT 今天上市后涨幅非常“正常”，达到了 +469.98%。 现在估值约为 4873.1 亿美元，从 855 亿美元上涨而来。 我的中国粉丝中有谁参与了这次 IPO 认购吗？ https://t.co/TlibjHe799
英文原文
Wow, $CMXT is up a very normal +469.98% after going public today. Now valuing it at ~$487.31 billion, up from $85.5 billion. Did any of my Chinese followers buy into the IPO? https://t.co/TlibjHe799