缅A挖掘机

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@zi_yang48587 希望大家一起赚钱 🫡

@Aketerr 刚刚发现你，没跟上，下次吧👏

华电能源，万通发展 有跟上的兄弟吗

@SuperByteSpace 1

@Aketerr 互关来来

A股的老师们，互关一波，相互学习 关注留言回关 #蓝v互关

@qtdevlop 1

@Aketerr 既然来了 不妨关注一下

@snake_w 信维通信

今天可以入场航天板块了，记得仓位管理

@antiAIvo 4000e以下的东山随便买

沪电 东山精密 我是准备拿到年底了 只进不出🧐

@Aiden_1818 1

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@tangsanzangbtc 1

六月，继续蓝v互关 #互粉 #蓝v互关 You Follow Me＝I Follow You！！ 话说中文区，都没人了嘛？ 一起互动起来吧！！评论区留言！！

@btctzv 1

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@bibisister0508 1

需要互关的很简单！ 蓝v用户，直接关注，评论区留言，我会马上回关 普通用户，关注后万一我没看到，直接私信我

Given Europe’s historical trap of high costs and sluggish commercialization, will this Act genuinely boost local earnings, or will it merely subsidize European R&D (like XFAB and Soitec) only for the fruits to be fed back into US and Chinese AI supply chains due to Europe's lack of homegrown tech giants?

EU CHIPS Act 2.0 proposal is now released. Great news: Photonics is now confirmed to be the new structural addition to EU policy. This is thematically bullish for the EU photonics sector. Thematically: - "This new component of the Chips for Europe Initiative supports the development of photonic integrated circuits and associated technologies" - "building and strengthening advanced design, prototyping, and industrial deployment capacities for photonic integrated circuit technologies and other photonic technologies across the Union" - "extend the Union’s design capabilities, including in photonics" - "strengthen existing and develop new pilot lines and open-access semiconductor manufacturing facilities for the prototyping and production of photonic integrated circuits and associated photonic technologies - "develop and maintain design libraries and design automation tools for photonic integrated circuits, associated photonic technologies" === More specifically policy specifically focuses on -> co-packaged optics for AI data centres (CPO/interconnects focus is bullish read through for $SIVE) -> “Silicon photonics … applications in high-bandwidth data-centre interconnects…” -> Capabilities in production technologies including co-packaging and heterogeneous integration with electronic chips, manufacturing equipment, and materials platforms for photonic integrated circuits shall be strengthened ( $XFAB) -> $SOI directly mentioned in impact analysis regarding structural strengths of the EU. "The EU has a relatively strong global position in SOI wafers, with Soitec and Siltronic being notable players" -> $XFAB also directly mentioned in impact analysis, as part of creating the current funding framework. Obviously structurally positive for $XFAB since they're literally leading the European Silicon Photonics Value chain and listed in First of a Kind (FOAK) category. Initial interpretation, this is heavily positive for EU photonics leaders that go inside AI DCs as part of EU Policy. I'm expecting optical players broadly to get a tailwind from this framework. TLDR: EU photonics structurally go brrr long term. Most positive confirmation is that photonics is structurally a part of European Union policy now. We'll likely see the individual photonics names come out after this release, within 3-15 months (typically in the middle somewhere). Markets are forward looking in general.

机器人方向鹏华的ETF1.05-1.07分批低吸 中期布局

明日福利票： 1.京能电力 2.万通发展 3.华电能源