| Index | Last | Chg |
|---|---|---|
| TWSE Index^TWII | 46,288.00 | ▲0.96% |
| S&P 500^GSPC | 7,551.81 | ▼0.45% |
| NASDAQ 100^NDX | 25,978.43 | ▼0.01% |
| USD/TWDUSDTWD=X | 31.85 | ▲0.26% |
| Dollar IndexDXY | 100.16 | ▼0.15% |
| WTI CrudeCL=F | 99.51 | ▼2.85% |
| GoldGC=F | 4,393.10 | ▲0.13% |
| US 10Y Yield | 5.01% |
| 13W T-bill Yield | 3.97% |
| 10Y-13W Spread | +1.036% Normal |
| Fed Funds (approx.) | 3.97% |
| Foreign | ~$378M |
| Investment Trust | ~$363M |
| Dealers | ~$49M |
| 標的 | 立場 | 論點 | 出處 | 催化劑 |
|---|---|---|---|---|
| 晶片股 | Neutral | 晶片股已大幅上漲需休整，短期仍Neutral但整體勢頭仍向上 | 推論 | 基本面買盤持續與盈餘公布 |
| 道瓊斯Index | Neutral | 道瓊斯Index創新高後出現回跌，未顯示明確趨勢 | 推論 | — |
| 標普500Index | Neutral | 標普500Index持續創新高，但近期小幅下跌，市場仍在Neutral | 推論 | — |
| 納斯達克Index | Neutral | 納指未創新高且小幅下跌，短期走勢不明朗 | 推論 | — |
| 記憶體產業 | Neutral | 記憶體需求仍高於供給，產能擴張與長期合約支撐未來供應 | 推論 | — |
| SanDisk | Neutral | SanDisk 財報不差但股價跌6%，主要因市場預期變化 | 推論 | — |
| 元大台灣 50 | Bullish | 元大台灣 50 大量資金流入，顯示投資人對台股持續看好 | 推論 | — |
| 台股 ETF | Bullish | 台股 ETF 吸金創新高，買盤強勁，預期資金將持續流入 | 推論 | — |
許久未見的情侶也一樣，第一次不可怕，第二次也不可怕，可怕的是連續兩次、連續三次，那會受不了。
什麼困難？就像老二，每個人都覺得自己最大。
對，機會也像老二，握住就會變大，不是？
人家問：「蔥油餅怎麼以前都賣30塊一張，怎麼現在變40塊了？」因為豬肉價格上漲了。「不是啊，你這蔥油餅裡面沒有豬肉啊！」「沒有，我想吃豬肉嘛。
央行以前都是把答案寫在考卷旁邊，這是以前經常看到的故事，鮑威爾時期就是這樣子。
現在就是往緊縮之路，這個時候要決定於聯總會內部到底是否要持續釋放前瞻指引。這一次沒釋放，代表以後都不會釋放嗎？所以以後都是每個月停、看、停？
我預判你的預判的我的預判的預判你的預判。我們知道聯總會會升息，聯總會也知道自己會升息，我們也知道聯總會知道自己會升息，聯總會也知道我們知道聯總會知道自己我們知道聯總會會升息，我預判你的預判的我的預判的預判的預判，大概是這樣子。
Showing 9 tickers · 18 mentions
Reminiscent of $NVDA w/ $LITE + $COHR : Foxconn is now considering joint investments to avoid upstream material shortages. Foxconn Interconnect Chairman identifies CW lasers and fiber as the biggest bottleneck in photonics. Very interesting to see these two themes reiterated
- The S&P 500 fell 0.45% while the Nasdaq 100 was essentially flat at +0.02%, yet photonics and AI optical names showed clear relative strength. - $AXTI gained 11.44%, $LITE 9.59%, and $COHR 6.92%, with InP substrates and optical components leading the move. - $SIVEF rose 4.76%
$AXTI is moving again, and the real story is bigger than a “new contract.” - $COHR already signed a 3-year agreement with AXT for 6-inch InP substrates. - $COHR committed ~$22.3M upfront to help secure and expand that capacity. - $LITE separately locked in long-term InP supply
Apple is reportedly considering NVLink Fusion to connect its own custom AI server silicon to NVIDIA infrastructure. The key is not NVIDIA designing Apple’s chip, but Apple custom silicon plugging into NVIDIA’s scale-up fabric.
Reminiscent of $NVDA w/ $LITE + $COHR : Foxconn is now considering joint investments to avoid upstream material shortages. Foxconn Interconnect Chairman identifies CW lasers and fiber as the biggest bottleneck in photonics. Very interesting to see these two themes reiterated
- The S&P 500 fell 0.45% while the Nasdaq 100 was essentially flat at +0.02%, yet photonics and AI optical names showed clear relative strength. - $AXTI gained 11.44%, $LITE 9.59%, and $COHR 6.92%, with InP substrates and optical components leading the move. - $SIVEF rose 4.76%
$AXTI is moving again, and the real story is bigger than a “new contract.” - $COHR already signed a 3-year agreement with AXT for 6-inch InP substrates. - $COHR committed ~$22.3M upfront to help secure and expand that capacity. - $LITE separately locked in long-term InP supply
Reminiscent of $NVDA w/ $LITE + $COHR : Foxconn is now considering joint investments to avoid upstream material shortages. Foxconn Interconnect Chairman identifies CW lasers and fiber as the biggest bottleneck in photonics. Very interesting to see these two themes reiterated
- Sivers showcased 100mW O-band CW DFB laser chip and 8-channel laser array at CIOE 2026. - Single-chip laser operates at 1270-1330nm wavelengths, designed for 800G/1.6T transceiver modules in AI data centres. - Laser array supports WDM applications with 200/400GHz spacing and
This is why I am paying closer attention to $SIVE. The $3.4M SemiNex program is much more interesting when viewed together with Sivers' recent manufacturing expansion. Sivers is investing $30M into its Glasgow InP fab, targeting annual capacity of more than 100M CW DFB lasers.
$SIVE may be one of the more interesting small-cap names in the AI photonics supply chain right now. The $3.4M SemiNex program looks small on the surface. But look at what Sivers is actually building: - High-power external lasers for CPO - Multi-wavelength DFB laser arrays -
- The S&P 500 fell 0.45% while the Nasdaq 100 was essentially flat at +0.02%, yet photonics and AI optical names showed clear relative strength. - $AXTI gained 11.44%, $LITE 9.59%, and $COHR 6.92%, with InP substrates and optical components leading the move. - $SIVEF rose 4.76%
$AXTI is moving again, and the real story is bigger than a “new contract.” - $COHR already signed a 3-year agreement with AXT for 6-inch InP substrates. - $COHR committed ~$22.3M upfront to help secure and expand that capacity. - $LITE separately locked in long-term InP supply
- GSME joins $TSM 's Open Innovation Platform Value Chain Alliance as North America member partner - Company offers end-to-end services from MPW prototyping through high-volume manufacturing with AI-driven supply chain visibility - GSME combines design services, advanced packaging
The key point is not that "Samsung has caught TSMC…
- AMD ( $AMD ) plans to establish its first AI Center of Excellence in Asia in South Korea by the end of 2026. - The center will expand joint research with leading Korean universities and research institutes across drug development, climate and energy, as well as Physical AI
I am super long on $FORM , $AEHR , $TER + $KEYS . Especially, my AEHR is still +56.66% in total gain.
I am super long on $FORM , $AEHR , $TER + $KEYS . Especially, my AEHR is still +56.66% in total gain.
| Microsoft MSFT | Leader |
| Palantir PLTR | High Growth |
| ServiceNow NOW | ~20% |
| Salesforce CRM | Leader |
| NVIDIA NVDA | ~80% |
| Broadcom AVGO | ~25% |
| Microsoft MSFT | Hyperscaler |
| Meta META | Hyperscaler |