· 供应链分析
只是提醒一下：我不需要每天都发一条关于我持有标的的帖子。 不过，关于 Shunsin（6451）这件事我确实漏掉了： $NVDA 选择了富士康作为 Groq 加速器的独家机架级供应商。 这对 Shunsin（富士康的光学封装业务）非常正面。 所以 ShunSin 的 CPO 和光学封装，基本上借着这条新闻，间接搭上了 Nvidia 的下一代供应链。 市场还没有意识到这层关系（而且它在流通盘分布里，对大多数人来说是被冻结的）。 文章里明确写到，富士康正在整合这些系统，包括“……网络”。 既然富士康是独家组装商，它就会垂直整合，并很可能把 ShunSin 的光学封装方案纳入设计里，而不需要 ShunSin 直接从 Nvidia 那里拿到网络合同。 这就是我说 Shunsin 本质上是在白嫖 $NVDA CPO 生态的意思。富士康体量太大了。 而且你得到的是 Nvidia 光学供应链里的头部玩家，估值却比 $LWLG 还低，哈哈。
Just an FYI: I don't need to post something every day about the names I own. However, I did miss this with Shunsin (6451): Foxconn picked by $NVDA as exclusive rack-scale supplier for Groq accelerator. This is highly positive for Shunsin (Foxconn's optical packing arm). So ShunSin's CPO and optical packaging basically backdoored Nvidia's next-gen supply chain with this news. Markets just haven't realized this connection yet (and it's on disposition, so frozen for most). The article explicitly notes that Foxconn is integrating these systems "including ... networking." Bc Foxconn is the exclusive assembler, they'll vertically integrate and likely use ShunSin's optical packaging solutions into the design, bypassing ShunSin's need for networking contract directly from Nvidia. This is what I meant by Shunsin is literally a free piggy back ride to $NVDA CPO ecosystem. Foxconn is massive. And you're getting the leading player in Nvidia's optical supply chain for a lower valuation than $LWLG lol.