野夫2026

⠀Everyone is crowding into the hot trend, laying out the entire supply chain...

白毛女 31 个最喜欢的股票清单，我收下了：$Intel(INTC.US) - 美国铸造厂的希望，国家安全$Marvell Tech(MRVL.US) - 从未来的 maia asics 和附加产品如 cpo 中扩展收入，他们什么都做，数不过来了$Taiwan Semiconductor(TSM.US) - 半导体/AI 的支柱$Coherent Corp.(COHR.US) - 他们垂直整合做一切 + 捕捉光学周期$Rocket Lab(RKLB.US) - 太空的最终前沿将在 5 年后和 20 年后到来...

ComputeX 2026 台北的舞台上，黄仁勋走到 Marvell CEO Matt Murphy 旁边，开口第一句话："女士们、先生们——下一个万亿美元公司。"就这一句，MRVL 当天暴涨 32.52%，收 290.79 美元，盘后继续拉到 318.77，两天涨幅接近 50%。但这件事真正有意思的地方不是 Marvell 涨了多少。而是：英伟达选择站台的逻辑，以及顺着这条逻辑往下看...

The US stock market is always polarized: hot trillion-dollar giants are crowded by capital, with valuation bubbles rampant; while a batch of high-quality small and mid-cap stocks, leaders in niche industries, have low exposure and have long been ignored by the market, forming obvious valuation depressions. Today, we will sort out ten stocks that may be undervalued by the market. 01 Sivers Semiconductors (SIVEF) Track: AI semiconductor, small-cap niche chip. This is a Swedish niche semiconductor company and also the most controversial target in this period. The stock has risen by over 900% year-to-date. The company precisely positions itself at the next technological bottleneck in the AI industry...

🔥📈 The market is no longer hiding the answer. If you carefully look at the capital flows over the past 18 months, you'll find: the entire global capital market is being frantically restructured around a core theme: AI infrastructure. Moreover, this is no longer the stage of 'just buy Nvidia'. Real big money is starting to spread across the entire Physical AI supply chain. This is also why more and more people are beginning to realize: the opportunity in AI is not just about chips. It's about a complete, industrial revolution-level infrastructure upgrade...