· 供应链分析
今天对 Shunsin（6451）的影响非常看多。 它就是 Foxconn 的 SiPH 和 CPO 封装 / 测试业务。 -> UDN 报道上调了放量预期，且 Foxconn 已经开始向 $NVDA 出货 CPO switch racks -> CPO 产品正在 Foxconn 越南工厂生产…… 猜猜看哪家公司过去几年一直在积极扩建 Bac Giang 越南工厂来做 CPO？ 正如我之前说的，Shunsin 本质上就是被 Foxconn 直接带飞的免费硬核 carry。 我当时只是太早了，但现在看起来正是巨大增长曲线的开始。
Highly bullish implications today for Shunsin (6451). Which is Foxconn’s SiPH and CPO packaging/test arm. -> UDN reported upward revision in volume and Foxconn began shipping cpo switch racks to $NVDA -> CPO products are being produced in Foxconn's Vietnam plant… Guess which company has been aggressively expanding its Bac Giang, Vietnam facility for CPO for the past few years? As I said before Shunsin is basically a free hard-carry by Foxconn. Was just very early but this looks to be the start of a massive growth curve.