中文翻译
我觉得很多新朋友会惊讶地发现： 股票不会像 Win（3105）和 Shunsin（6451）今天这样直线上涨。 Win 未来 12 个月非常有吸引力，尽管短期会有波动。Shunsin 也是，它是富士康的光子封装 / 测试部门。 可能会有战争式波动，比如伊朗扣了两艘船…… 但我预计 CPO 相关名字会明显跑赢任何宏观环境，并带来更多历史新高。
· 供应链分析
Win 和 Shunsin 不会直线上涨
英文原文
I think many newcomers will be surprised to learn: Stocks don’t move in a straight line up as seen with Win (3105) and Shunsin (6451) today. Win is very compelling over the next 12 months, despite short term volatility. Same with Shunsin as Foxconn’s photonics packaging/test arm. Probably going to be War volatility, with Iran seizing two ships… But I expect CPO related names to heavily outperform any macro climate and lead to more ATHs.