· 供应链分析
相关概念： 光子学 Photonics
提醒一下：3个月前，99%的X用户看空存储芯片... 自那以来：$MU $380 -> $1122 (+195.26%) $SNDK $565 -> $2155 (+281.42%) $EWY $132 -> $219 (+65.91%) SK海力士 849K -> 2.685M KRW (+215.5%) 三星 172K -> 362K KRW (+110.7%) 如果你看到大量预测称三星等存储公司在2028年将成为全球最赚钱的公司。 也许现在应该独立思考，跳出当时的叙事如“石油、LNG、氦气、伊朗等”。 现在对光通信(optical)及其2027、2028年的预测可能也是如此。 但我确实认为光子学(photonics)和存储是两大顶级主题，且光通信正处于超级周期的非常早期阶段。
Just a reminder: 99% of X was bearish on memory 3 months ago... Since then: $MU $380 -> $1122 (+195.26%) $SNDK $565 -> $2155 (+281.42%) $EWY $132 -> $219 (+65.91%) SK Hynix 849K -> 2.685M KRW (+215.5%) Samsung 172K -> 362K KRW (+110.7%) If you see a bunch of projections on memory names like Samsung becoming the most profitable company in the world in 2028. Might be a good idea to think independently outside of the narratives at the time like "Oil, LNG, Helium, Iran, etc." Probably same thing now with optical names and their projections into 2027, 2028. I do think photonics and memory are the 2 top themes though, with optics being very early into the supercycle.