kikijoblor
05-12
这篇文章不错，转发给大家看看
@话题虎：
TPU供应链涨幅远超半导体行业！除了相信光，还能买什么？
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src=\"https://static.tigerbbs.com/4340fc732696ca638f0c4f135fd392c9\" tg-width=\"735\" tg-height=\"432\"></p>\n<p>北京时间周四凌晨，美国云服务巨头谷歌云举行2026 Next大会，发布两款第八代TPU芯片，相应产业链大涨。已知截至目前，TPU供应链累计涨幅（约+87%）是远远跑赢整个半导体行业（约+40%），绑定AI算力的环节集体暴涨，上游供应链成为了直接受益者，特别是今年4月后，TPU供应链涨幅明显加速，市场开始重新定价-eg. 谷歌TPU大单，AI资本开支上修……<span class=\"teditor-emoji\">[看涨]</span><span class=\"teditor-emoji\">[看涨]</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51cd8567162e2006a74019bfcbc49b7c\" tg-width=\"1600\" tg-height=\"966\"></p>\n<p></p>\n<p>但TPU链条上，这一揽子概念股中到底资金集中在哪些板块呢？按照TPU炒作的逻辑，越靠近“算力基础设施底层”，涨幅会越猛。那么看一下Citrini拆分TPU板块，统计的相应概念股涨幅排行，根据统计，涨幅排行从大到小分别为：PCB/材料 ＞ 光模块 ＞ 封装 ＞ 芯片设计。（所以除了光，还可以相信的还挺多~<span class=\"teditor-emoji\">[DOGE]</span>）</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3aee316f805f9f0c8f464b86e50881b\" tg-width=\"1424\" tg-height=\"747\"></p>\n<p></p>\n<p>大致梳理如下，具体涨幅看上面图表：</p>\n<ul style=\"\">\n <li>\n <p>PCB/材料，算力“承载核心”：Unimicron Technology（3037.TW）, Gold Circuit Electronics（2368.TW）, Dynamic Holding（3715.TW）, WUS Printed Circuit（2316.TW）, <a data-mention-id=\"TTMI\" class=\"teditor-mention\" data-mention-name=\"TTM科技\" href=\"https://laohu8.com/S/TTMI\">$TTM科技(TTMI)$</a> 等，也是本轮涨幅最猛板块；</p></li>\n <li>\n <p>CCL（覆铜板）— PCB的上游材料：Elite Material（2383.TW），该名单里这个板块覆盖的个股不多，但会直接受益于PCB；</p></li>\n <li>\n <p>光模块 / 光通信— AI数据传输核心： <a data-mention-id=\"LITE\" class=\"teditor-mention\" data-mention-name=\"Lumentum Holdings Inc.\" href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> , <a data-mention-id=\"COHR\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" href=\"https://laohu8.com/S/COHR\">$COHERENT(COHR)$</a> , <a data-mention-id=\"002281\" class=\"teditor-mention\" data-mention-name=\"光迅科技\" href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$</a> , <a data-mention-id=\"300308\" class=\"teditor-mention\" data-mention-name=\"中际旭创\" href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> ，该板块也是最具想象力的赛道之一；</p></li>\n <li>\n <p>封装 / 测试（OSAT）— 算力落地关键环节： <a data-mention-id=\"AMKR\" class=\"teditor-mention\" data-mention-name=\"艾马克技术公司\" href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$</a> , <a data-mention-id=\"ASX\" class=\"teditor-mention\" data-mention-name=\"日月光半导体\" href=\"https://laohu8.com/S/ASX\">$日月光半导体(ASX)$</a> ，产能紧缺导致的供给约束，给该板块带来了溢价。</p></li>\n</ul>\n<p>（此外存储&平台型公司也在TPU链条中。）</p>\n<p></p>\n<p><strong>各位小虎们，</strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">大家有关注/投资TPU供应链吗？</span></strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">你觉得后市哪个板块更值得买入？</span></strong></p>\n<p></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！🎁</strong> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a></p></body></html>","htmlText":"<html><head></head><body><blockquote>\n <p>除了相信光，还可以相信什么？<span class=\"teditor-emoji\">[微笑]</span></p>\n</blockquote>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4340fc732696ca638f0c4f135fd392c9\" tg-width=\"735\" tg-height=\"432\"></p>\n<p>北京时间周四凌晨，美国云服务巨头谷歌云举行2026 Next大会，发布两款第八代TPU芯片，相应产业链大涨。已知截至目前，TPU供应链累计涨幅（约+87%）是远远跑赢整个半导体行业（约+40%），绑定AI算力的环节集体暴涨，上游供应链成为了直接受益者，特别是今年4月后，TPU供应链涨幅明显加速，市场开始重新定价-eg. 谷歌TPU大单，AI资本开支上修……<span class=\"teditor-emoji\">[看涨]</span><span class=\"teditor-emoji\">[看涨]</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51cd8567162e2006a74019bfcbc49b7c\" tg-width=\"1600\" tg-height=\"966\"></p>\n<p></p>\n<p>但TPU链条上，这一揽子概念股中到底资金集中在哪些板块呢？按照TPU炒作的逻辑，越靠近“算力基础设施底层”，涨幅会越猛。那么看一下Citrini拆分TPU板块，统计的相应概念股涨幅排行，根据统计，涨幅排行从大到小分别为：PCB/材料 ＞ 光模块 ＞ 封装 ＞ 芯片设计。（所以除了光，还可以相信的还挺多~<span class=\"teditor-emoji\">[DOGE]</span>）</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c3aee316f805f9f0c8f464b86e50881b\" tg-width=\"1424\" tg-height=\"747\"></p>\n<p></p>\n<p>大致梳理如下，具体涨幅看上面图表：</p>\n<ul style=\"\">\n <li>\n <p>PCB/材料，算力“承载核心”：Unimicron Technology（3037.TW）, Gold Circuit Electronics（2368.TW）, Dynamic Holding（3715.TW）, WUS Printed Circuit（2316.TW）, <a data-mention-id=\"TTMI\" class=\"teditor-mention\" data-mention-name=\"TTM科技\" href=\"https://laohu8.com/S/TTMI\">$TTM科技(TTMI)$</a> 等，也是本轮涨幅最猛板块；</p></li>\n <li>\n <p>CCL（覆铜板）— PCB的上游材料：Elite Material（2383.TW），该名单里这个板块覆盖的个股不多，但会直接受益于PCB；</p></li>\n <li>\n <p>光模块 / 光通信— AI数据传输核心： <a data-mention-id=\"LITE\" class=\"teditor-mention\" data-mention-name=\"Lumentum Holdings Inc.\" href=\"https://laohu8.com/S/LITE\">$Lumentum Holdings Inc.(LITE)$</a> , <a data-mention-id=\"COHR\" class=\"teditor-mention\" data-mention-name=\"COHERENT\" href=\"https://laohu8.com/S/COHR\">$COHERENT(COHR)$</a> , <a data-mention-id=\"002281\" class=\"teditor-mention\" data-mention-name=\"光迅科技\" href=\"https://laohu8.com/S/002281\">$光迅科技(002281)$</a> , <a data-mention-id=\"300308\" class=\"teditor-mention\" data-mention-name=\"中际旭创\" href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$</a> ，该板块也是最具想象力的赛道之一；</p></li>\n <li>\n <p>封装 / 测试（OSAT）— 算力落地关键环节： <a data-mention-id=\"AMKR\" class=\"teditor-mention\" data-mention-name=\"艾马克技术公司\" href=\"https://laohu8.com/S/AMKR\">$艾马克技术公司(AMKR)$</a> , <a data-mention-id=\"ASX\" class=\"teditor-mention\" data-mention-name=\"日月光半导体\" href=\"https://laohu8.com/S/ASX\">$日月光半导体(ASX)$</a> ，产能紧缺导致的供给约束，给该板块带来了溢价。</p></li>\n</ul>\n<p>（此外存储&平台型公司也在TPU链条中。）</p>\n<p></p>\n<p><strong>各位小虎们，</strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">大家有关注/投资TPU供应链吗？</span></strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">你觉得后市哪个板块更值得买入？</span></strong></p>\n<p></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！🎁</strong> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a></p></body></html>","text":"除了相信光，还可以相信什么？[微笑] 北京时间周四凌晨，美国云服务巨头谷歌云举行2026 Next大会，发布两款第八代TPU芯片，相应产业链大涨。已知截至目前，TPU供应链累计涨幅（约+87%）是远远跑赢整个半导体行业（约+40%），绑定AI算力的环节集体暴涨，上游供应链成为了直接受益者，特别是今年4月后，TPU供应链涨幅明显加速，市场开始重新定价-eg. 谷歌TPU大单，AI资本开支上修……[看涨][看涨] 但TPU链条上，这一揽子概念股中到底资金集中在哪些板块呢？按照TPU炒作的逻辑，越靠近“算力基础设施底层”，涨幅会越猛。那么看一下Citrini拆分TPU板块，统计的相应概念股涨幅排行，根据统计，涨幅排行从大到小分别为：PCB/材料 ＞ 光模块 ＞ 封装 ＞ 芯片设计。（所以除了光，还可以相信的还挺多~[DOGE]） 大致梳理如下，具体涨幅看上面图表： PCB/材料，算力“承载核心”：Unimicron Technology（3037.TW）, Gold Circuit Electronics（2368.TW）, Dynamic Holding（3715.TW）, WUS Printed Circuit（2316.TW）, $TTM科技(TTMI)$ 等，也是本轮涨幅最猛板块； CCL（覆铜板）— PCB的上游材料：Elite Material（2383.TW），该名单里这个板块覆盖的个股不多，但会直接受益于PCB； 光模块 / 光通信— AI数据传输核心： $Lumentum Holdings Inc.(LITE)$ , $COHERENT(COHR)$ , $光迅科技(002281)$ , $中际旭创(300308)$ ，该板块也是最具想象力的赛道之一； 封装 / 测试（OSAT）— 算力落地关键环节： $艾马克技术公司(AMKR)$ , $日月光半导体(ASX)$ ，产能紧缺导致的供给约束，给该板块带来了溢价。 （此外存储&平台型公司也在TPU链条中。） 各位小虎们， 大家有关注/投资TPU供应链吗？ 你觉得后市哪个板块更值得买入？ 评论区分享你的观点，一起赢取1000虎币奖励！🎁 $谷歌A(GOOGL)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/556653844504672","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["ASX","300308","GOOGL","COHR","TTMI","002281","AMKR","LITE"],"verified":1,"subType":2,"readableState":1,"subTypeObject":{"tweetId":556653844504672,"totalAmount":1000,"balance":0,"end":true,"deadline":1778734604147,"description":"830虎币已分给28位参与者,剩余170虎币已退还至发起者","remainingNumber":72},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":false,"causeOfNotShareable":"审核中，请稍后重试","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1330,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":652,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/563431263159080"}
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