· 供应链分析
涉及标的： $Nextronics$8147$NVDA$AMZN
我只是把 Goldman Sachs 的 $NVDA 供应商报告放出来。 有一家很有意思、约 2.1 亿美元市值的公司 Nextronics（8147），我跟着 GS 之后也建了仓。 它向 Nvidia 的 CPO 供应链提供 CPO connectors 和 Cage Thermal Modules。 它们也在 $AMZN 的供应链和 humanoids 里，顺带还做按摩椅。 我只是想分享一个有意思的想法（NFA / DYOR），我之后会做 BOM 分析，但在 Nvidia CPO 项目放量时，这相对市值看起来很有意义。 当然也有多供应商 / 被设计出局的风险，但 GS 多次把这家微型供应商列在 40 亿到 100 亿美元以上公司名单里，可能是有原因的。
Just putting it out there with the Goldman Sachs $NVDA supplier note. There’s a very interesting ~$210m MC company Nextronics (8147) that I ended up taking positions on following GS. That supplies CPO connectors and Cage Thermal Modules to Nvidia CPO supply chains. They’re also in $AMZN supply chains and Humanoids. And massage chairs too. Just thought I’d share an interesting idea (NFA/DYOR), I’ll do a BOM analysis later, but it looks very material relative to MC as Nvidia’s CPO program scales up. Of course risks are multi-sourcing/getting designed out, but there’s probably a reason why GS flagged this micro supplier multiple times among $4-10B+ companies.