中文翻译
MSSCorp 也是一个 CPO 标的……CPO 真正开始放量是在 2027 年。 2026 上半年并不会有太多量，所以在那之前大概率会有波动。但我觉得，提前等在这里去抢下一个巨大超级周期的起点，还是很有吸引力的。 至于 Auros，他们给 SK Hynix / Samsung 供货，产品还在认证中。我的 thesis 主要还是等到 H2 某个时候的量产爬坡。
· 供应链分析
说明 CPO 的真正放量在 2027 年，Auros 还在认证中
英文原文
MSSCorp is a CPO names... CPO really starts to ramp up in 2027. You don't really have any volume H1 2026, so there's probably going to be volatility up until then. But I think the time wait is compelling enough to frontrun one of the largest supercycles at the very start. As for Auros, they supply to Sk Hynix/Samsung and are qualifying their products. My thesis was mainly about waiting for volume ramp sometime to hit H2.