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- 钱兔无量钱兔无量
  ·05-13
  $晶科电子股份(02551)$ $天岳先进(02631)$ 半导体行情扩散至碳化硅，天岳先进A/H同步爆发，全球导电型衬底市占率27.6%登顶，8英寸份额超51%。AI服务器电源需求爆发，衬底交期拉长、现货涨价。天岳是明牌，晶科电子股份这条暗线，参股芯聚能、覆盖芯粤能，布局少有人注意吧
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- 钱兔无量钱兔无量
  ·2025-07-25
  $维立志博-B(09887)$ 维立志博涨幅超预期，高开翻倍，走势符合预期，昨天暗盘仅仅开盘有一点抛压，承接的很好，还有一部分看多资金跃跃欲试，这两天还有继续新高的希望
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