低频交易员

$XL2CSOPSMSN(07747.HK)Samsung has proposed a 10% profit-sharing scheme for its semiconductor division. The era where SK Hynix employees dominated the blind date market is coming to an end😎

$Intel(INTC.US) Chen Liwu:

Last year, the discussion was about how to survive.

Today, we are trying to significantly expand production.

Intel is a different company today

$Marvell Tech(MRVL.US)$XL2CSOPSMSN(07747.HK)$Micron Tech(MU.US)$Intel(INTC.US) This year's main theme should be hardware. There are shortages of CPUs, optical modules, storage, and substrates.

This year, I'm more bullish on Samsung, but due to strike risks, its gains are lower than SK Hynix's. Let's wait a bit longer.

$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)

$Intel(INTC.US) Intel and Musk's Terrafab have collaborated

$Marvell Tech(MRVL.US) was not selected for the S&P this time. Keep up the effort next time! 💪

$XL2CSOPHYNIX(07709.HK)Frankfurt Stock Exchange has already turned green😎

Storage, CPO, Aerospace

$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)After HBM, there's HBF😬

$NVIDIA(NVDA.US)$XL2CSOPSMSN(07747.HK)$XL2CSOPHYNIX(07709.HK)

Waiting for the memory sector to open 😎

$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK) Looking forward to a higher nominal value

$XL2CSOPHYNIX(07709.HK) Why not buy China-Korea semiconductor

Only 1/3 of the position is Korean stocks, with a 13.7% premium rate. The rest are A-shares that you can buy freely.

That means you spent a 40% premium on those two Korean stocks.

If possible, it's better to buy Asian semiconductor / EWY.

$XL2CSOPHYNIX(07709.HK) Although many have written about it, I'll still mention again that this fund does not engage in front-running. The Hong Kong market close time is different from South Korea's. Often, after the Korean market closes, the price may still rise a bit, which means it will rise less the next day. Secondly, the prices found online have a delay. To see real-time prices, you can subscribe to South Korean real-time data on Interactive Brokers, or go to the CSOP official website to check the real-time NAV.

$XL2CSOPHYNIX(07709.HK)

Let the bullets fly, see you on the 29th.

SK hynix FY2025 Q4 Earnings Results

Jan 29, 2026/ 9:00 AM KST

$Amazon(AMZN.US)2.5pflops fp8 is no match for gb300 and ironwood, with only 144g of video memory, which seems too small now

$XL2CSOPHYNIX(07709.HK)It's ridiculous why there's such a big gap with Micron's performance

$XL2CSOPHYNIX(07709.HK) premium of 0.25

$XL2CSOPHYNIX(07709.HK)It's strange that Micron rose while Hynix fell, especially since Hynix is the industry leader with the highest HBM market share and just signed a big order with NV for the earliest HBM4 shipments.

$XL2CSOPHYNIX(07709.HK)HBM should be in an upward cycle next year