我用你的瓶颈理论挖掘了一下最近非常火爆的 MLCC 这个板块，有下面这样的结论，不知道你是否认同？@aleabitoreddit 大家都知道 MLCC 里面最受关注的 Murata 但如果我是 Serenity 我现在根本不会去买 Murata 注意： 不是因为 Murata 不好。 而是因为： Murata 已经是全球 MLCC 之王了。 这就像： * AI 里面的 NVIDIA * 光刻里的 ASML * HBM 里的 SK Hynix 当然是好公司。 但 Serenity 从来不喜欢从这里开始挖。 ⸻ Serenity 会问什么？ 他会问： 如果 Murata 要扩产 30%~50%，谁赚钱？ 而不是： Murata 赚钱吗？ 这是两个完全不同的问题。 我会开始研究： Murata 的设备供应商是谁？ Murata 的钛酸钡粉是谁供的？ Murata 扩产需要买什么机器？ 因为那才是最像 AXTI / SIVE 的地方。 而且我有一种感觉： MLCC 这条线里，真正的十倍股还没被市场找到。 下面是按照这个思路跟框架挖出来的，我认为具有 10 倍潜力的一支票： 4078 Sakai Chemical 原因： 如果它真的是高端钛酸钡材料供应商。 那它的位置相当于： MLCC ↑ 钛酸钡 ↑ Sakai 就像 CPO ↑ InP ↑ AXTI

又是一个信息差， 办个美国税号， 省下30%资金。

我tmd真的服了。Elon这些话都正中我的心巴。 听的我每次都热血沸腾。 大爱这个男人。

孙割的话多少得听一点吧 按照孙割的说法 在美联储新主席 沃什上任以后 大概率还会有暴击 娘嘞…… 60000的大饼总不能再给我腰斩一次吧

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