作者看好美国市场，因为特朗普在中期选举前进行刺激，特别指出 Wolfspeed (WOLF) 在800 VDC加速下的功率半导体受益、Lumentum (LITE) 在磷化铟趋势下
作者看好美国市场，因为特朗普在中期选举前进行刺激，特别指出 Wolfspeed (WOLF) 在800 VDC加速下的功率半导体受益、Lumentum (LITE) 在磷化铟趋势下的光学组件受益，以及SPCX成功IPO带来的广泛风险偏好。还提到加息概率下降和原油期货下跌是支撑的宏观因素。
“Yep, very stupid to be a bear. When Trump is doing everything to boost markets before Midterms. On top, your $WOLF power semi basket should go brrr from 800 VDC acceleration. $LITE optical basket should go brrr from InP easing. $SPCX successful IPO gives more appetite to risk on themes/IPOs (eg. Space sector). And overall macro go brr from War/Strait peace deals. It’s already kind of showing, since 2026 rate hike odds also crashed from 65% -> 35% following the news. Along with crude futures dropping. I've actually found Europe to be the most price sensitive to Iran tensions, so EU markets would probably be the most bullish overall… (South Korea/TW was originally with Sk Hynix moving directly in correlation to crude oil futures, but stopped caring after awhile). But basically: Murica go brrrr.”原帖：X / @aleabitoreddit ↗