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2026-09-23

存储股:市盈率 1.8 倍,营收涨 605%

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine
Serenity 把当日三条主帖压成一个问题:能缺多久。123 ESMT 八月营收年增 605%,她折算的市盈率 1.8 倍;住友电工 16.2 倍。456 值不值看长约签多久。7891011121314151617

References

  1. 1
    Serenity:Meta Muse 一手体验——CPU、内存与组件(2026-09-22)

    x.com

  2. 2
    Serenity:加密回升与高β AI 股的风险偏好(2026-09-22)

    x.com

  3. 3
    Serenity:价值投资冬眠、ESMT 与住友电工的久期之争(2026-09-22)

    x.com

  4. 4
    工商时报:晶豪科 8 月营收 79.05 亿元、年增 605.24%(2026-09-03)

    ctee.com.tw

  5. 5
    谷歌财经:住友电工(5802)报价页

    google.com

  6. 6
    Reuters:中国 InP 出口管制与 AI 数据中心建设(2026-06-11)

    reuters.com

  7. 7
    Serenity:SIVE/AAOI/NBIS 的产能与融资口径(2026-09-22)

    x.com

  8. 8
    Serenity:AXTI 与 InP 衬底瓶颈(2026-09-22)

    x.com

  9. 9
    Serenity:ams OSRAM 与 microLED 的时间表(2026-09-22)

    x.com

  10. 10
    Serenity:Soitec 与硅光 SOI 晶圆(2026-09-22)

    x.com

  11. 11
    Serenity:Nebius 融资与涨价(2026-09-22)

    x.com

  12. 12
    Meta:Muse 产品页(Secure VM 与共享浏览器)

    ai.meta.com

  13. 13
    Times of India:Intel CEO 称 CPU 需求只能满足半数客户(2026-09-21)

    timesofindia.indiatimes.com

  14. 14
    Sivers Semiconductors:3,000 万美元扩产,CW DFB 年产能超 1 亿只(2026-09-03)

    sivers-semiconductors.com

  15. 15
    Applied Optoelectronics:2026 年二季度业绩(2026-08-06)

    investors.ao-inc.com

  16. 16
    SEC:代币化证券的「创新豁免」新闻稿(2026-09-17)

    sec.gov

  17. 17
    Yahoo Finance:比特币与以太坊创八个月高位(2026-09-21)

    finance.yahoo.com

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine

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