中文翻译
这要看情况，这些都是最近才发生的新闻。 如果你不想在当前媒体周期里追高，最干净的做法就是去预测下一轮，比如 CPO 或先进封装。 像 $AMKR、$ASE 已经涨了不少，但台湾还有一些更微妙的名字，比如 PCL 或 Shunsin，其实还没怎么涨。 还是得看具体名字！
· 方法论
别追高，去找下一轮卡点
英文原文
It depends, this is all recent news. The most cleanest way if you don't want to FOMO in current media cycles is predicting the next one, in CPO or in advanced packaging. Things like $AMKR, $ASE have rallied quite a bit but there's some nuanced names in TW like PCL or Shunsin that haven't really rallied much. Depends on the name!