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$SEMILUX INTERNATIONAL LTD(SELX)$ SELX没有利好消息，单纯涨幅看在初期，亏损应该有限的情况下可能小仓试试，只能止损不能加仓

$POET Technologies Inc(POET)$ $Applied Optoelectronics Inc.(AAOI)$ $美光科技(MU)$ $闪迪(SNDK)$

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