以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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2962
11 atoms · 跨 3 天 · 首见 2026-04-18 · 最近 2026-05-26
三色: 🟦 fact 7 · 🟥 take 4 · stance ▲7/▼0/◆0
来源: X 11
时态: fresh:10 · stale:1
标签: 好观点:5 · 好数字:4 · 好思考:1 · 好信源:1
预测 (forecast) (2)
- 2026-05-26 · 全年业绩指引可能略微落后但不会大幅偏离
My view is that they probably fall behind a bit but not massively vs forecasts
tags: 好观点 · → daily
- 2026-05-25 · TGV需缩小公差以用于CPO玻璃基板
For TGV they still need to get the tolerances smaller for glass substrate semis (CPO transition), but I would assume Rapidus etc. will sample
tags: 好观点 · → daily
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-26
[老旧] · 核心论点投机于TGV和银钻石散热新技术采用
my core thesis here has always been speculative on adoption of their new technology both in TGV metallization and silver diamond substrate heat products
tags: 好观点 · → daily
事实 (fact) (8)
- 2026-05-26 · 自首次发布以来市值大幅上涨
its gone up substantially since I first posted
tags: 好数字 · → daily
- 2026-05-26 · 无机构持仓或覆盖
zero institutional coverage or ownership
tags: 好数字 · → daily
- 2026-05-25 · 市值曾低于2000万美元
its rallied a lot recently, but still tiny (and a few months ago was a $20m mkt cap)
tags: 好数字 · → daily
value: qty=$20m · date=a few months ago
- 2026-05-25 · TGV技术涉及玻璃通孔铜布线
copper vias through glass
tags: 好数字 · → daily
- 2026-05-25 · 管理层为前Disco高管
these are former disco (6146) exec's and they have access to disco cross-edge technology as well
tags: 好信源 · → daily
- 2026-04-18 · exposure to TGV (glass substrate)
2962 also has exposure to TGV ( glass substrate)
tags: 好思考 · → daily
value: direction=positive
- 2026-05-26 · 重组故事真实，正剥离中国亏损散热业务
The turnaround/restructuring story seems to be real (divesting from unprofitable China heatsink)
tags: 好观点 · → daily
- 2026-05-25 · 拥有TGV和玻璃微流控技术
they also own some very interesting technology on TGV (glass substrate precision drilling) as well as glass microfluidics
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-05-26 ·
forecast · 全年业绩指引可能略微落后但不会大幅偏离 · → daily
- 2026-05-26 ·
fact · 重组故事真实，正剥离中国亏损散热业务 · → daily
- 2026-05-26 ·
position · 核心论点投机于TGV和银钻石散热新技术采用 · → daily
- 2026-05-26 ·
fact · 自首次发布以来市值大幅上涨 · → daily
- 2026-05-26 ·
fact · 无机构持仓或覆盖 · → daily
- 2026-05-25 ·
fact · 市值曾低于2000万美元 · → daily
- 2026-05-25 ·
fact · 拥有TGV和玻璃微流控技术 · → daily
- 2026-05-25 ·
fact · TGV技术涉及玻璃通孔铜布线 · → daily
- 2026-05-25 ·
fact · 管理层为前Disco高管 · → daily
- 2026-05-25 ·
forecast · TGV需缩小公差以用于CPO玻璃基板 · → daily
- 2026-04-18 ·
fact · exposure to TGV (glass substrate) · → daily
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