海外科技股研究
AYZ一只柚子
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | yzyz.substack.com |
Curious about how many subscribers 海外科技股研究 has or want to find similar newsletters? Reletter has got you covered. We collated all the information we could find from across the web in our database of over one million newsletters.
Check the email archives, get traffic estimates, engagement scores and more to discover the best advertising opportunities.
Our search tool helps you locate relevant newsletters for any topic and compare their stats for better sponsorship decisions.
Chart Rankings
How this newsletter ranks in the official Substack charts.
| #234 |
Latest Issues
Recent posts by this newsletter. Browse the email archive.
Is Lasertec (6920 JP) a Short? – All you need to know about EUV mask inspection
作为曾经的日本半导体大牛股，Lasertec（6920 JP）的股价最近可谓是一波三折。先是几个月前做空机构发布看空公司的报告导致股价大跌，然后Lasertec在上一次法说会发布了强劲的业绩，有力地打脸了做空机构和一众做空该股票的对冲基金。不得不承认，Lasertec上一季度的业绩的确非常亮眼，特别是它的新增订单大幅增长，出乎大多数投资人的意料。但笔者在Lasertec的法说会上注意到非常有意思的一点：新任社长在回答一位卖方分析师的问题时讲到，目前公司的mask inspec...
Is Amphenol Overpass Replaced by PCB? – All you need to know about GB200 NVSwitch tray redesign issue
最近几天有关于GB200 NVSwitch tray需要redesign的事情被传的沸沸扬扬。废话少说，今天笔者就来简单梳理一下整个事件的脉络。
Has SOX peaked out? – A personal view on the current semiconductor cycle
本博客之前的文章都在讨论半导体行业相关个股的内容。但最近由于市场波动剧烈，有读者朋友建议我作为投资半导体行业的老兵，可否谈一下目前对于半导体行业周期的看法。也有读者朋友询问我关于之前发的两张半导体周期图的解读。因此，笔者今天就来简单谈一下对于半导体周期的看法。（友情提示：本文读了等于没读：））
The Bonder War – An update on ASMPT (522 HK)，BESI (BESI NA), Shibaura (6590 JP), Tazmo (6266 JP) and other advanced packaging equipment players
最近有几家半导体后道的先进封装设备公司在报完二季度财报后股价出现暴跌的情况：比如香港上市的ASMPT (522 HK) 2Q24业绩会后两天内暴跌34%，以及荷兰上市的BESI (BESI NA) 2Q24业绩会后两天内暴跌24%。这引起了不少投资人的担忧，也有不少读者反馈是否可以update一下之前提到过的先进封装设备公司的最新情况。因此，今天笔者就来写一下HBM，CoWoS以及SoIC这三者advanced packaging process的最新动态。
Authors
The writers behind this newsletter.
A Hardcore Tech Investor
Frequently Asked Questions
How can I access the email archive for 海外科技股研究?
You can find recent issues that have been published by 海外科技股研究 on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does 海外科技股研究 have?
To see how many people subscribe to 海外科技股研究, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in 海外科技股研究?
Newsletter advertising can be extremely effective when it's done right. Before you pitch 海外科技股研究 as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like 海外科技股研究?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact 海外科技股研究 using the contact information provided and ask for a copy of their media kit.
How can I find newsletters similar to 海外科技股研究?
Scroll up to where it says Similar Newsletters to see other publications like 海外科技股研究. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact 海外科技股研究?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.