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。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
AIXA
13 atoms · 跨 8 天 · 首见 2026-04-15 · 最近 2026-06-29
三色: 🟦 fact 6 · 🟥 take 7 · stance ▲6/▼0/◆1
来源: X 13
时态: fresh:9 · aging:3 · stale:1
标签: 好观点:6 · 好数字:6 · 好思考:2
叙事 (narrative) (5)
- 2026-06-13 · MOCVD设备
AIXA Makes the MOCVD equipment needed for InP epitaxy. Every country trying to build domestic InP capacity needs their tools. More fragmentation = more equipment orders.
tags: 好思考 · → daily
value: qty= · date=
- 2026-06-14 · 股价走势
all of $AXTI, $LITE, $AIXA, $COHR, $SOI, $TSEM have gone parabolic
tags: 好观点 · → daily
value: direction=parabolic
- 2026-05-16 · 受益于InP短缺
$AIXA direct beneficiaries
tags: 好观点 · → daily
- 2026-04-15
[老化中] · SiPho stocks delivering on upgrades and earnings
$AIXA: one of the few SiPho stocks that's actually delivering on upgrades and earnings
tags: 好观点 · → daily
- 2026-04-15
[老化中] · 光通信业务景气状态
as optical business booms
tags: 好观点 · → daily
value: direction=booming
立场 (position) (2)
- 2026-06-25
[老化中] · 持仓为押注高增长
still playing for homeruns on BESI, AEHR, AIXA
tags: 好观点 · → daily
展开 1 条老旧 / 已过期
- 2026-05-24
[老旧] · 2028 P/E
$AIXA DEFINETLY under 20x P/E 2028
tags: 好观点·好思考 · → daily
value: qty=under 20x · date=2028
事实 (fact) (6)
- 2026-06-29 · 收益
$AIXA: +270%
tags: 好数字 · → daily
value: qty=+270% · date=去年至今
- 2026-06-08 · GaN MOCVD epitaxy systems market share
$AIXA holds a market share of roughly 80% in GaN MOCVD epitaxy systems
tags: 好数字 · → daily
value: qty=80% · direction=roughly
- 2026-06-08 · P/S ratio on 2026 numbers
$AIXA is now valued at a P/S ratio of 11 on 2026 numbers
tags: 好数字 · → daily
value: qty=11 · date=2026
- 2026-04-15 · upgrade magnitude ~$40m for critical bottlenecks
although the magnitude of upgrade today at ~$40m for the most critical bottlenecks
tags: 好数字 · → daily
value: qty=~$40m
- 2026-04-15 · 股价日涨幅
$AIXA +20% today
tags: 好数字 · → daily
value: qty=20% · date=2026-04-15
- 2026-04-15 · 股价累计涨幅自发布报告
now 3x since our report
tags: 好数字 · → daily
value: qty=3x
时间轴 (近 20)
- 2026-06-29 ·
fact · 收益 · → daily
- 2026-06-25 ·
position · 持仓为押注高增长 · → daily
- 2026-06-14 ·
narrative · 股价走势 · → daily
- 2026-06-13 ·
narrative · MOCVD设备 · → daily
- 2026-06-08 ·
fact · GaN MOCVD epitaxy systems market share · → daily
- 2026-06-08 ·
fact · P/S ratio on 2026 numbers · → daily
- 2026-05-24 ·
position · 2028 P/E · → daily
- 2026-05-16 ·
narrative · 受益于InP短缺 · → daily
- 2026-04-15 ·
narrative · SiPho stocks delivering on upgrades and earnings · → daily
- 2026-04-15 ·
fact · upgrade magnitude ~$40m for critical bottlenecks · → daily
- 2026-04-15 ·
fact · 股价日涨幅 · → daily
- 2026-04-15 ·
fact · 股价累计涨幅自发布报告 · → daily
- 2026-04-15 ·
narrative · 光通信业务景气状态 · → daily
← 实体目录 · 系统日志