嵩嵩✨

如果月光比心冷

[美股仙人 @hanking66]

炒股有多难？不就是抄作业吗？老黄都把答案写在黑板上了，这你还赚不到钱，真的要反省下了。

你说这也太多了，那我这个课代表在帮你浓缩下，crwv，nbis，dell，ibm ，gev 再多了你们也记不住了。

Buy the dip，长期持有，Discord在个人资料。

[Zephyr @zephyr_z9]

What's happening in the MLCC market

First off, MLCC as a whole is a $15B market. MLCCs for servers were a $1.3B market in 2025 ($600m for AI servers, $700m for general servers)
The AI server MLCC market is growing at 80%+ CAGR, and the general server MLCC market will also accelerate due to agentic AI increasing CPU demand (around 30%-40% CAGR)
We will see negative growth in the smartphone/mobile MLCC market for at least 2026-27.
Humanoids are another future high-growth market for MLCCs
Book-to-bill ratio for most MLCC suppliers is over 1 now

Reasons for price hikes-
High Nickel & Silver are affecting all segments
There is a supply-demand mismatch in the high-end (high capacitance, high voltage) segment, which is used in autos & servers
High-end MLCC lead time is over 20 weeks
Spot/distributor prices have increased by 20%-40% for low capacitance & consumer device MLCCs due to hoarding and double booking, especially in China
OEM contracts have not seen large price hikes yet

What's happening now:
Rapid capacity expansion happening across the industry
Murata expects blended ASP prices to remain flat (ASP going down in consumer electronics, expansion in AI server market)
Tier 1 players like Murata, Taiyo Yuden, SEMCO building capacity to serve AI server MLCC market
This will create opportunities for Tier 2/3 and Chinese suppliers to expand in the mid to low end market (Macronix effect)

Future:
MLCC production equiment & raw materials suppliers will be the biggest beneficiary of this CAPEX boom
MLCC producer stocks have performed well, and it is finally spilling to raw material/equipment producers
I expect them to outperform MLCC producers now

[嵩嵩✨ @Song_13i]

@zephyr_z9 看好 $VSH

[嵩嵩✨ @Song_13i]

@hanking66 ASTS 早就把 BlueBird 8/9/10 改由 SpaceX 猎鹰9号发射 ，6月发射不会受影响；但是发射台被毁，肯定会因此走分化

[嵩嵩✨ @Song_13i]

刚刚看到新闻，Blue Origin的New Glenn火箭试车时爆炸，受此消息影响， $ASTS 盘前已下跌10股个点。
看好商业航天的可以准备上车了，情绪面上势必会有一波小的回调，但是卫星通信主线并不会因此结束，ASTS下一次发射是由SpaceX的猎鹰9号发射，不会影响6月发射进度，至于全年发射计划，影响相对可控。

[嵩嵩✨ @Song_13i]

@AntonLaVay @diyas_1989 还有 $VSH

[嵩嵩✨ @Song_13i]

@GodotSancho 还有 $VSH

[嵩嵩✨ @Song_13i]

近期的MLCC稀缺周期 我看好 $VSH
AI服务器正在大量消耗MLCC！MLC正进入稀缺与涨价周期，国产巨头风华已经宣布由于产能稀缺停止供应。
目前是周线级别的半导体周期底部的第一波主升，短期有过热风险
待回踩20日均线，缩量调整后进场，等待重新放量启动。

[WangNextDoor @WangNextDoor2]

国家队万亿ETF减持：三阶段操作逻辑与投资启示
国家队减持90%ETF、离场资金达1.2万亿，并非看空市场，而是完整的阶段性调仓布局。
前期拉升银行、蓝筹股，补足银行资本金、稳定盘面；中期引导资金流向新质生产力，助力产业升级；现阶段科技行情火热，国家队高位套现，将资金转向一级市场硬核科技。同时险资携1.2万亿增量入场加码布局。

[嵩嵩✨ @Song_13i]

@WallStreet0Name 倒查3年 这才是好日子还在后面呢

[嵩嵩✨ @Song_13i]

抄底富途 $FUTU 啊 修复行情下 30个点的利润都是白捡的

[嵩嵩✨ @Song_13i]

513100 159600 就买吧

[嵩嵩✨ @Song_13i]

@hanking66 都转战场内了 估计又快限购了

[美股仙人 @hanking66]

从今天开始，炒股我只用同花顺，AI我只用豆包，银行我只用招商银行，搜索我只用百度，工作只用WPS，邮箱只有163，发帖只用微博，装逼只用小红书，看病只看中医，新闻只看新闻联播，学习只用学习强国，旅游只在国内。

[嵩嵩✨ @Song_13i]

@hanking66 没有义务让你富起来

[嵩嵩✨ @Song_13i]

@Sabrina8964 笑得想死

[嵩嵩✨ @Song_13i]

谨记！AI时代才刚刚开始

[H.E. Justin Sun 👨‍🚀 🌞 @justinsuntron]

有人总是担心这波存储，踏空了，怎么办？

别担心。

AI时代才刚刚开始。

永远都有机会。

[嵩嵩✨ @Song_13i]

在外身份都是自己给的

[董小姐的日常 @dongxiaojie99]

我真受不了，好神经……

[董小姐的日常 @dongxiaojie99]

我真受不了，好神经……

[嵩嵩✨ @Song_13i]

@octopusycc 世界杯效应