· 供应链分析
涉及标的： $EWY$FLKR$IBKR$INTC$LPTH$MU$NBCLF$SNDK
我首选的外国股票摘要： 1. 日本帝人博西(Nitto Boseki) - T-玻璃(T-Glass) 2. 台湾欣兴电子(Unimicron) - 基板/玻璃核心(Substrates/Glass Core) 3. 三星/SK海力士 - 高带宽内存(HBM) 4. 日本铠侠(Kioxia) - 与 $SNDK 合作的 NAND 闪存 5. 台湾南亚科技(Nanya Technologies) - 内存 我通常更偏好“美国制造”瓶颈及供应链相关的美国标的，如 $INTC (晶圆代工)、$MU (内存) 或 $LPTH (锗)。但这些外国公司要么对整个人工智能(AI)基础设施建设至关重要，要么能捕获大量溢出需求。 如果你想知道如何进入外国市场？ - $IBKR 像帝人博西这样的公司有美国场外交易(OTC)等价物，如 $NBCLF。如果你使用 Robinhood，$EWY / $FLKR 可以提供对韩国大型内存公司的敞口。 像帝人博西这样的公司接近垄断，因此这是我特意去投资的极少数外国公司。
TLDR of my top foreign stocks: 1. Nitto Boseki - T-Glass (Japan) 2. Unimicron - Substrates/Glass Core (Taiwan) 3. Samsung/SK Hynix - HBM (Korea) 4. Kioxia - NAND w/ $SNDK (Japan) 5. Nanya Technologies - Memory (Taiwan) US supply chains like $INTC (foundry), $MU (memory), or $LPTH (germanium) are typically my longs of preference "Made in America" bottleneck + supply chains. But some of these foreign companies are either critical to the entire AI buildout or capture a lot of the overflow. If you're wondering how you get access to foreign markets? - $IBKR There are US OTC equivalents for companies like Nitto Boseki like $NBCLF. If you're on Robinhood, $EWY / $FLKR provides access to large KR memory exposure. Some like Nitto Boseki are near monopolies so these are the very rare foreign companies I go out of my way to invest in.