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
11 atoms · 跨 9 天 · 首见 2026-04-16 · 最近 2026-07-01
三色: 🟦 fact 2 · 🟥 take 9 · stance ▲8/▼2/◆0
来源: X 11
时态: fresh:6 · stale:3 · aging:2
标签: 好观点:9 · 好数字:3 · 好信源:1
叙事 (narrative) (2)
- 2026-04-16
[老化中] · 当前估值
Foxconn’s optical arm Shunsin, for $NVDA CPO packaging, assembly, and testing… Is valued less at $1.4B?
tags: 好数字·好观点 · → daily
value: qty=$1.4B
- 2026-04-18
[老化中] · product application
Shunsin for optical assembly/packaging in Taiwan
tags: 好观点 · → daily
预测 (forecast) (4)
- 2026-05-25 · 预计_涨幅_3_to_4x
Foci/Shunsin I kinda expect to 3-4x.
tags: 好数字·好观点 · → daily
value: qty=3-4x
- 2026-05-13 · call performance
Ur Shunsin call will go crazy too (even after a 3x from March)
tags: 好观点 · → daily
value: qty=3x from March · direction=up
- 2026-06-16 · 受益于光电子供应链时间
Shunsin should actually benefit the fastest though given H2 scale out with Foxconn.
tags: 好观点 · → daily
value: date=2026 H2
- 2026-04-18 · demand vs supply
Demand will just outstrip supply, even after expansion
tags: 好观点 · → daily
value: direction=exceed
立场 (position) (3)
展开 3 条老旧 / 已过期
- 2026-05-03
[老旧] · 被归类为复利增长股
Compounders: Shunsin
tags: 好观点 · → daily
- 2026-04-28
[老旧] · author likes Shunsin
I like Shunsin too fwiw
tags: 好观点 · → daily
- 2026-04-16
[老旧] · 估值与LWLG比较
Is valued less than a development trial between no revenue $LWLG and $TSEM
tags: 好观点 · → daily
事实 (fact) (2)
- 2026-07-01 · 确认与台积电COUPE合作
Shunsin recebtly confirmed a direct $TSM COUPE partnership.
tags: 好信源 · → daily
- 2026-06-02 · 股价日涨幅
Shunsin +10%
tags: 好数字 · → daily
value: qty=+10% · date=2026-06-03
时间轴 (近 20)
- 2026-07-01 ·
fact · 确认与台积电COUPE合作 · → daily
- 2026-06-16 ·
forecast · 受益于光电子供应链时间 · → daily
- 2026-06-02 ·
fact · 股价日涨幅 · → daily
- 2026-05-25 ·
forecast · 预计_涨幅_3_to_4x · → daily
- 2026-05-13 ·
forecast · call performance · → daily
- 2026-05-03 ·
position · 被归类为复利增长股 · → daily
- 2026-04-28 ·
position · author likes Shunsin · → daily
- 2026-04-18 ·
forecast · demand vs supply · → daily
- 2026-04-18 ·
narrative · product application · → daily
- 2026-04-16 ·
narrative · 当前估值 · → daily
- 2026-04-16 ·
position · 估值与LWLG比较 · → daily
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