$AIXA · 海外大V持仓追踪

$AIXA 现在是什么情况？

最近有人说了 $AIXA 什么？

下面是最近 8 条提及 $AIXA 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-05-07看多原文
  For me, probably until start of H2 2027. I don't like long term holding equipment sellers like $ASML, $AIXA, even $TOWA etc.. Monopolies are usually exceptions since they retain valuations + keep going higher. But they mainly benefit from the start-middle of cycles, then fall off until the next cycle begins. But now's usually a good time before the GCS ramp.
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• 2026-04-23中性原文
  @R2Discovery Yes stuff like this is another example, if US didn't block $AIXA, which is critical for photonics buildout... Western supply chains would be an absolutely horrible spot. But there's some niche upstream companies the governments miss.
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• 2026-04-19看多原文
  @dontbuytops $ALMU and quantum dot is way way too early for people going long on that and QD laser. If you want to play capex R&D cycles, look at machine suppliers like $ALRIB, $VECO or $AIXA or that level.
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• 2026-04-11中性原文
  If you want to trade hyperscaler qualification cycles… And quantum dot like QD Laser (TYO: 6613) up 226% YTD: IMO safest way to do it are their unknown MBE machine suppliers like $ALRIB early on. Then pivot to pure play lasers later when they move from qualification -> volume orders. I mentioned earlier $MSFT quantum was Riber’s undisclosed hyperscaler customer. But QD laser (getting popular) is heavily reliant on Riber too for their quantum dot program. I’m not a fan when it comes time to volume production (eg. $AIXA vs the actual volume producers) since machines don’t capture downstream revenue. But if you want to benefit from capex R&D cycles… eg. QD Laser absorbing capex costs (paying Riber) to build capacity $ALRIB, $ASML, $AIXA type companies usually hits the balance sheet much earlier so you don’t need to wait 2-3 years for production orders.
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• 2026-04-09看多原文
  $MSFT looks like a secret buyer of Riber < $ALRIB > for Microsoft Quantum. The broader market and algorithms likely don’t know this connection yet. MBEs are important for quantum computing, quantum dot lasers, VCSELs, and silicon photonics. But the long-term implications are sizable if Microsoft Quantum: -> Are starting to buy from this European equipment manufacturer Quantum is still very early and risks to early stage industries are material. But since this company looks like an $AIXA for Quantum and trades at a profitable ~27x est. forward P/E, as a duopoly for MBE with $VECO, it looks interesting. From open LinkedIn intelligence, having a US hyperscaler use Riber MBE equipment to fab frontier quantum chips. At the very least helps validate the company’s importance as a technology. And makes it appear well positioned to capture quantum computing and quantum dot capex cycles in the near future.
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• 2026-04-09看多原文
  They make the machines for quantum computing and quantum dot lasers. This niche's equivalent to $AIXA or $AMSL. @latent_value7 discovered that $MSFT Quantum was buying them from linkedin post machine analysis, and this is just the information discovery post. Idk how much value markets put on Microsoft as a customer.
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• 2026-03-20中性
  Serenity 硅光/CPO ETF。 各成分股年内收益： $IQE: +282.5% $AXTI: +246.6% Landmark: +167.54% $AAOI: +157.37% $SIVE: +113.08% $SOI: +103.54% $LITE: +100.27% $LWLG: +92.35% $VIAV: +88.71% $AIXA: +73.92% $AEHR: +70.4% $CIEN: +67.67% $FORM: +60.67% $FOCI: +60.44% $CAMT: +49.13% $GLW: +46.77% $SMHN: +45.94% 藤仓: +43.89% $COHR: +41.81% $KEYS: +40.48% $TSEM: +36.42% $ASX: +29.89% $MTSI: +28.34% $NOK: +27.5% 信越: +27.33% $ONTO: +26.28% $BESI: +24.71% $UMC: +18.11% $INTC: +17.27% $OXINF: +15.03% $FN: +12.79% 新易盛: +11.82% $TSM: +6.00% $HIMX: +5.39% $SMTC: +4.11% 住友: +3.67% $CSCO: +3.25% 中际旭创: +0.33% $MRVL: +0.16% $APH: -6.48% $MXL: -7.62% $AVGO: -7.99% $POET: -12.99% $TEL: -14.93% 这是回头看的数据，但你们知道我在很多赢家里待了很久（比如前6/7名里除Landmark外的 $AXTI、$LITE）。 不过如果你好奇年初等权投资整个光子趋势会怎样—— 等权收益是？ 50.033% 我预计光子超级周期将持续数年，其中很多标的会是大受益者。 尤其当CPO被用于AI规模化部署时。 光子是AI的新架构范式。
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• 2026-03-20中性原文
  @Iamgerman__ I've never heard about $M7U before, but I'll take a look at it later. Typically not as much of a fan of $ASML type equipment sellers like $AIXA, but I like your thought process!
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