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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Shunsin (6451)
14 atoms · 跨 3 天 · 首见 2026-05-04 · 最近 2026-05-30
三色: 🟦 fact 6 · 🟥 take 8 · stance ▲11/▼0/◆0
来源: X 14
时态: fresh:7 · aging:4 · stale:3
标签: 好观点:7 · 好信源:4 · 好数字:3 · 好思考:2
叙事 (narrative) (4)
- 2026-05-04
[老化中] · captures Foxconn captive optical and advanced packaging volume
they capture their captive optical and advanced packaging volume.
tags: 好观点·好思考 · → daily
value: date=na
- 2026-05-12
[老化中] · CPO volume revision
UDN reported upward revision in volume
tags: 好信源 · → daily
value: direction=upward
- 2026-05-04
[老化中] · GS CPO packaging/test/assembly valuation
Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly.
tags: 好数字 · → daily
value: qty=$1.65B · date=na
- 2026-05-04
[老化中] · awareness among market participants
I really think not many ppl know about this name yet.
tags: 好观点 · → daily
value: date=na
预测 (forecast) (4)
- 2026-05-30 · CPO switch products出货量预期
CPO switch products expected to begin Q3. 10K units 2026
tags: 好数字·好信源 · → daily
value: qty=10K units · date=2026
- 2026-05-04 · soaks up NVDA CPO volumes through Foxconn vertical integration
likely soaks up Nvidia CPO + other volumes through Foxconn vertical integration.
tags: 好思考 · → daily
value: date=na
- 2026-05-30 · CPO switch products出货增长预期
explosive grow to next year
tags: 好观点 · → daily
value: date=next year
- 2026-05-30 · 全球排名目标
Aims/expected to be #1 globally
tags: 好观点 · → daily
立场 (position) (3)
展开 3 条老旧 / 已过期
- 2026-05-04
[老旧] · beneficiary of NVDA CPO ramp
I'm very bullish on it as a completely backdoored, hidden + major beneficiary of $NVDA CPO ramp.
tags: 好观点 · → daily
value: date=na
- 2026-05-04
[老旧] · position addition
I added some more positions today.
tags: 好观点 · → daily
value: qty=increased · date=2026-05-05
- 2026-05-04
[老旧] · confidence level given Foxconn + GS CPO projections
I feel really confident about Shunsin given Foxconn + GS CPO projections.
tags: 好观点 · → daily
value: date=na
事实 (fact) (3)
- 2026-05-30 · 市值
a $2B company
tags: 好数字 · → daily
value: qty=$2B
- 2026-05-12 · CPO products production location
CPO products are being produced in Foxconn's Vietnam plant
tags: 好信源 · → daily
value: location=Foxconn's Vietnam plant
- 2026-05-04 · Foxconn optical arm
Shunsin is Foxconn's optical arm.
tags: 好信源 · → daily
value: date=na
时间轴 (近 20)
- 2026-05-30 ·
forecast · CPO switch products出货量预期 · → daily
- 2026-05-30 ·
forecast · CPO switch products出货增长预期 · → daily
- 2026-05-30 ·
forecast · 全球排名目标 · → daily
- 2026-05-30 ·
fact · 市值 · → daily
- 2026-05-12 ·
fact · CPO products production location · → daily
- 2026-05-12 ·
narrative · CPO volume revision · → daily
- 2026-05-04 ·
narrative · GS CPO packaging/test/assembly valuation · → daily
- 2026-05-04 ·
position · beneficiary of NVDA CPO ramp · → daily
- 2026-05-04 ·
fact · Foxconn optical arm · → daily
- 2026-05-04 ·
narrative · captures Foxconn captive optical and advanced packaging volu · → daily
- 2026-05-04 ·
forecast · soaks up NVDA CPO volumes through Foxconn vertical integrati · → daily
- 2026-05-04 ·
position · position addition · → daily
- 2026-05-04 ·
position · confidence level given Foxconn + GS CPO projections · → daily
- 2026-05-04 ·
narrative · awareness among market participants · → daily
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