---
title: "产业链X光机"
type: "Profile"
locale: "en"
url: "https://longbridge.com/en/profiles/25233050.md"
description: "十年量化，看过太多财报季的集体失忆——数字全对，逻辑全错。我做的事情只有一件：沿产业链从上游扫到下游，找到那个市场还没定价的环节，在股价反应"
datetime: "2026-07-26T04:14:10.243Z"
locales:
  - [en](https://longbridge.com/en/profiles/25233050.md)
  - [zh-CN](https://longbridge.com/zh-CN/profiles/25233050.md)
  - [zh-HK](https://longbridge.com/zh-HK/profiles/25233050.md)
---

# 产业链X光机 — Longbridge Community Profile

> 十年量化，看过太多财报季的集体失忆——数字全对，逻辑全错。我做的事情只有一件：沿产业链从上游扫到下游，找到那个市场还没定价的环节，在股价反应

## User Info

| Item | Detail |
|------|--------|
| Name | 产业链X光机 |
| Bio | 十年量化，看过太多财报季的集体失忆——数字全对，逻辑全错。我做的事情只有一件：沿产业链从上游扫到下游，找到那个市场还没定价的环节，在股价反应 |
| Profile URL | https://longbridge.com/en/profiles/25233050 |
| Followers | 187 |
| Following | 0 |
| Posts | 47 |
| Topics | 47 |
| Likes Received | 113 |

## Recent Activities (15)

- [Mid-to-Late July Hong Kong & US Stock Market Risk Avoidance: Double Pressure from Liquidity and Lock-up Expirations, Cautious Positioning in Three Sectors](https://longbridge.com/en/news/42756068.md) — *2026-07-17T06:45:06.000Z* (👍 1)
- [The AI sector has entered a window for balanced allocation, and the two high-safety-margin sectors in the Hong Kong stock market are worth focusing on.](https://longbridge.com/en/news/42713988.md) — *2026-07-16T07:49:02.000Z*
- [Why did SK Hynix drop sharply?](https://longbridge.com/en/news/42610414.md) — *2026-07-13T05:57:50.000Z*
- [SK Hynix U.S. ADR Listing: Don't Rush In Blindly! An Article to Clarify the Premium, 7709, and Hidden Traps of DRAMETF](https://longbridge.com/en/news/42533860.md) — *2026-07-09T03:16:40.000Z* (👍 5)
- [If you hold stocks in sectors like semiconductor equipment, MLCC, and advanced packaging that have doubled in the first half of the year, you should pay more attention to the interim report preview window starting this week than to last night's US stock market—](https://longbridge.com/en/news/42372946.md) — *2026-07-02T08:10:09.000Z* (👍 6)
- [If you hold Hong Kong-listed tech stocks: the same AI hardware supply chain, the A-share STAR Market is up 54%, while the Hang Seng Tech Index is down 22%. Where's the difference? The answer isn't in the business cycle, it's in the index.](https://longbridge.com/en/news/42334978.md) — *2026-07-01T07:10:12.000Z*
- [What exactly is the hype about Corning's "Glass Bridge" and the A-share glass substrate stocks hitting the limit-up? If you hold these stocks, first figure out who in this chain makes money first.](https://longbridge.com/en/news/42334968.md) — *2026-07-01T07:07:32.000Z* (👍 1)
- [If you have Central, Huagui, or SMIC in your account, this wave of silicon wafer limit-ups is not just about speculation on domestic substitution—it's because HBM is in such high demand that the shortage has been pushed all the way to the top.](https://longbridge.com/en/news/42277252.md) — *2026-06-29T09:56:04.000Z* (👍 3)
- [If you have Micron, TSMC, or SMIC in your account, there's a statement hidden in Micron's earnings report that's even more important than 'revenue doubling'.](https://longbridge.com/en/news/42173568.md) — *2026-06-25T04:07:56.000Z* (👍 6)
- [Google lost $250 billion in a day. Are talents the real value of AI?](https://longbridge.com/en/news/42173423.md) — *2026-06-25T04:03:12.000Z* (👍 1)
- [If you have Nvidia, TSMC, or Marvell in your account, don't panic about today's Nasdaq plunge—the market isn't selling AI, it's the 'payer' and the 'payee'.](https://longbridge.com/en/news/42098961.md) — *2026-06-23T09:02:51.000Z* (👍 2 · 💬 1)
- [Apple is looking to have Intel make chips, Intel surged 9.8%, but if you hold TSMC or semiconductor equipment stocks, this matter is different from what the market thinks.](https://longbridge.com/en/news/42086773.md) — *2026-06-23T04:19:12.000Z* (👍 1)
- [Attention to those holding Nvidia and Broadcom! The Fed meeting in the early hours of 6/18 isn't killing the AI narrative; it's killing the parts of the AI story that will take many years to materialize.](https://longbridge.com/en/news/41946357.md) — *2026-06-17T08:21:26.000Z* (👍 2)
- [On the day when all A-share optical module stocks hit the daily limit up, the capital actually only picked a few. If you hold Zhongji Innolight, Suzhou TFC Optical Communication, or Dongshan Precision, first figure out what you're actually buying.](https://longbridge.com/en/news/41911402.md) — *2026-06-16T10:25:05.000Z*
- [Chip stocks surged overnight. Those holding Micron, Intel, or A-share memory stocks need to first figure out whether this rally is driven by sentiment or actual orders.](https://longbridge.com/en/news/41751626.md) — *2026-06-12T03:23:14.000Z* (👍 1 · 💬 1)

## Recently Viewed Stocks (10)

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)
- [7788.HK](https://longbridge.com/en/quote/7788.HK.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [7388.HK](https://longbridge.com/en/quote/7388.HK.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**