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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P4O
12 atoms · 跨 5 天 · 首见 2026-04-16 · 最近 2026-05-25
三色: 🟦 fact 7 · 🟥 take 5 · stance ▲7/▼0/◆0
来源: X 12
时态: fresh:9 · aging:3
标签: 好数字:6 · 好观点:5 · 好信源:1
叙事 (narrative) (3)
- 2026-05-07
[老化中] · is a major beneficiary of Silex growth and this trend
P4O a major beneficiary of Silex growth and this trend
tags: 好观点 · → daily
- 2026-04-17
[老化中] · 被视为收购目标
it could be an acquisition target for the tech
tags: 好观点 · → daily
- 2026-04-16
[老化中] · glass panels in advanced packaging surface quality
Plan Optik head of sales speaks to criticality of surface quality. Their proprietary MDF (micro-damage free) process removing ~all subsurface damage is key
tags: 好观点 · → daily
预测 (forecast) (3)
- 2026-04-29 · 2026年集团销售额增长预测
预测2026年集团销售额增长受地缘政治风险影响 — EUR 1 million (2026年集团销售额增长预测)
tags: 好数字 · → daily
value: qty=EUR 1 million · date=2026
- 2026-05-07 · bottom line takes off once sales pass a certain point
once sales pass a certain point (roughly where we are now), bottom line takes off
tags: 好观点 · → daily
- 2026-05-07 · functional components about to launch
especially the functional components about to launch
tags: 好观点 · → daily
事实 (fact) (6)
- 2026-05-25 · 日涨跌幅
$P4O +15%
tags: 好数字 · → daily
value: qty=+15% · date=2026-05-25
- 2026-05-07 · provides GCS with vias, metallized
They provide GCS with vias, metallized even
tags: 好信源 · → daily
- 2026-05-07 · margins are very high, quoted 85%
their margins are very high. I was quoted 85%
tags: 好数字 · → daily
value: qty=85%
- 2026-05-07 · has much higher ASP on substrates than packaging wafers
Much higher ASP on substrates than packaging wafers
tags: 好数字 · → daily
- 2026-04-17 · margins >80%
Their margins are very high (>80%)
tags: 好数字 · → daily
value: qty=>80%
- 2026-04-17 · margins ~85% (IR quoted)
IR themselves quoted me ~85% margins
tags: 好数字 · → daily
value: qty=~85%
时间轴 (近 20)
- 2026-05-25 ·
fact · 日涨跌幅 · → daily
- 2026-05-07 ·
narrative · is a major beneficiary of Silex growth and this trend · → daily
- 2026-05-07 ·
fact · provides GCS with vias, metallized · → daily
- 2026-05-07 ·
fact · margins are very high, quoted 85% · → daily
- 2026-05-07 ·
forecast · bottom line takes off once sales pass a certain point · → daily
- 2026-05-07 ·
fact · has much higher ASP on substrates than packaging wafers · → daily
- 2026-05-07 ·
forecast · functional components about to launch · → daily
- 2026-04-29 ·
forecast · 2026年集团销售额增长预测 · → daily
- 2026-04-17 ·
fact · margins >80% · → daily
- 2026-04-17 ·
fact · margins ~85% (IR quoted) · → daily
- 2026-04-17 ·
narrative · 被视为收购目标 · → daily
- 2026-04-16 ·
narrative · glass panels in advanced packaging surface quality · → daily
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