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$AXIA · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$AXIA 被累计提及 3 次，本周态度 未表态，其他。数据每日更新。
$AXIA 现在是什么情况？
| 所属板块 | 其他 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 3 次 |
| 近7/28/90日提及 | 0 / 0 / 0 |
| 最新价 | — |
| 今日 / 本周涨幅 | — / — |
| 首次提及以来涨幅 | — |
| 首次 / 最近提及 | 2026-03-18 → 2026-04-08 |
最近有人说了 $AXIA 什么？
下面是最近 3 条提及 $AXIA 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-04-08看多原文So the easter egg: $MSFT Quantum appears to be an undisclosed hyperscaler... That is secretly buying from a company that sounds with Prime Ribs according to LinkedIn tracking. -> Microsoft Quantum posted photos -> Zoom in to top left and magnified -> Prime Ribs machine checks out? It's a duopoly in the MBE space with $VECO for quantum machines (think $AXIA for photonics but for Quantum). They reported earnings today: -> It's profitable. ~25 P/E ratio after ER release. -> Very healthy balance sheet -> Used for adjacents, like silicon photonics (eg. Fujitsu's quantum dot spinoff) -> IntelliEPI (aside from $MSFT) well known buyer Some followers reached out about this name (not taking any credit for DD or finding it). Disclosure: I found their ideas interesting and have positions. -> Full Credit to @latent_value7 finding $MSFT links -> Credit to @TheSarge_ for bringing the name to my attention early on A reminder: Even though I share these cool ideas, I don't recommend anyone take positions based on my posts. I'm just impressed that people on X found that a hyperscaler buying from a tiny company for their frontier quantum program.
- 2026-03-30中性原文This is factually not true and this is the exact same reasoning why we're in this mess. US is completely reliant on Japan/China. eg. InP feedstock/substrates for AI with photonics. US is reliant on China for manufacturing bodies of humanoids. US is reliant on Russia/other enemies (won't disclose specific names since it's national security risk) through some niche chokepoints. US is reliant on Taiwan/Korea for high end semiconductors. US is reliant on Europe for high-end machines ( $AXIA, $AMSL type) or specific substrates ( $SOI ). Again, supply chain is interconnected. This type of take is the exact reason why the current administration thought it had all the cards. Name one US company that can supply enough raw feedstock required for InP substrates for AI. Name one US company that can completely replace $ASML today. You can't because they don't exist yet.
- 2026-03-18中性原文Yep! I'm familiar with them after doing DD on refactoring reactors for inp epiwafers $IQE. Personally not a fan of equipment sellers like $AXIA or Oxford. They have material revenue acceleration, but they don't really derive the same value from the photonics supercycle as the companies that use them do. However, given there is material revenue growth from capex cycles, it's very popular with hedge funds that are more risk-averse.
去哪看 $AXIA 的完整时间线？
全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。
进入持仓雷达，看 $AXIA 完整动态 →常见问题
$AXIA 为什么会出现在 AI 供应链追踪名单里？
$AXIA 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 3 次，归类在「其他」板块。首次提及时间是 2026-03-18。
海外大 V 最近怎么看 $AXIA？
最近 7 天 $AXIA 被提及 0 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。
$AXIA 这一页的数据多久更新一次？
每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。
Serenity 持仓雷达对 $AXIA 的看法算投资建议吗？
不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。
本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-08-30。