· 个股论点
涉及标的： $XFAB$RPI$NVDA$NOK$SOI$NVTS$POWI$WOLF
媒体兄弟……$XFAB 怎么会是迷因股？ 这次能不能不要重复 $RPI 的错误？ 它们字面上因为自身关键性正在获得欧盟 CHIPS Act 资金。 并且有 $NVDA / $NOK 在评估它们的 SiPH 业务，同时它们以约1.28倍低市净率交易。 这让我想起 $SOI：低市净率，但传统业务拖累之外有高增长垂直领域。 $XFAB 下周在 CHIPS Act 2 蓝图中被明确提到，而该蓝图聚焦光子学。 主要收入爬坡围绕 $NVDA 推动 800VDC 带来的功率半导体。 所以 $NVTS、$POWI、$WOLF 等最近都在起飞。 市场只是错过了 $XFAB，因为它是功率半导体里知名度较低的代工厂……但美国商务部两年前就指出它是美国唯一高量 SiC 代工厂。 我只是刚好指出了这些连接。 不要因为你不理解某件事，就把它叫作“迷因股”，说价格脱离基本面。
Bro media… how is $XFAB a meme stock? Can you not repeat the same mistake with $RPI this time? They’re literally getting CHIPS ACT funding from the EU because of how critical they are. And have $NVDA / $NOK evaluating their SiPH side of things, while they traded at a low ~1.28 P/B. This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag. $XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprints… Which focuses around photonics. The main revenue ramp was around power semis with $NVDA pushing 800 vdc. So $NVTS, $POWI, $WOLF and everyone have been taking off recently. Markets just missed $XFAB, because they’re a lesser known foundry in power semis…But US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago. I just happened to point out the connections. Just because you don’t understand something, don’t just go call it a “meme stock” with price detached from fundamentals.