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$BESIY · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$BESIY 被累计提及 3 次，本周态度 未表态，其他。数据每日更新。
$BESIY 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 | 2026-02-07 → 2026-03-13 |
最近有人说了 $BESIY 什么？
下面是最近 3 条提及 $BESIY 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-03-13看多原文$BESIY / $BESI was in my informal bottleneck ETF! Still need to catch up to the $LRCX, $AMAT and BESI news though. Does definitely validate how important hybrid bonding is to advanced packaging. So good long just based on supply chain importance. But don't really see it going up 300% like other names above like $AAOI.
- 2026-02-12看多原文The "Bottleneck ETF" from supply chain mapping. Not a single name red. Equal weighted results 1W: +12.83%. List: $LITE: +31.68% $AMKR: +28.7% Disco: +24.35% $GLW: +23.57% $COHR: +23.5% $ONTO: +18.4% $CAMT: +17.7% $TSM: +15.8% $ON: +15.8% Samsung: +15.4% $KLAC: +12.7% $APH: +11.6% $MRVL: +11.4% $MU: +10.6% $MOD: +10.6% Sk Hynix: +10.31% $VICR: +9.6% $AVGO: +9.46% $SBGSY: +9.27% $ETN: +9.1% $BESIY: +8.53% $IFNNY: +7.37% $MPWR: +6.85% $SNDK: +6.4% $QLCM: +6.12% $AMD: +6.01% Mediatek: +6% Kioxia: +3.68% $INTC: +1.62% I feel like institutions just bought this entire list from last week's framework? This level of performance is pretty crazy.
- 2026-02-07看多原文Here's my TLDR + mapped into investment framework from Semivision bottleneck summary: HBM: HBM4 (16Hi) - Samsung, Sk Hynix, $MU HBF - $SNDK, Kioxia Base Die - $TSM, Samsung (internal) CPO/photonics; Glass Substrate: $GLW, $INTC, Ibiden Optical: $LITE, $AVGO, $COHR, $MRVL Power Delivery: Volatage: $MPWR, $VICR Thermal: $VRT, $NVT, $MOD Grid: $ETN, $SBGSY SiC/GaN: $ON, $IFNNY Rack: $APH N2 Volume: $TSM , $AMD (First mover dc), $QLCM, Mediatek, $NVDA Advanced Packaging: Yield: $CAMT, $ONTO, $KLAC OSATs: $AMKR $BESIY, Disco Semivision's summary: 1. "advanced packaging capacity and yield control" 2. "HBM ecosystem coordination" 3. "power delivery innovation (SiC, GaN PMICs, rack-level power architectures)" 4. "CPO/photonics integration capability" 5. "data center infrastructure as a “hidden limiter” to semiconductor revenue realization" As you probably know, I'm probably most bullish on memory/photonics like Sk Hynix/Samsung, $SNDK, $MU, $LITE above. And $TSM. I probably go a bit more upstream like $AXTI for InP precursors, but midstream players are the chokepoint + control most of the pricing. But just added commentary of related companies to topics to make things simpler for the regular retail investor.
去哪看 $BESIY 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 $BESIY 完整动态 →常见问题
$BESIY 为什么会出现在 AI 供应链追踪名单里？
$BESIY 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 2026-02-07。
海外大 V 最近怎么看 $BESIY？
最近 7 天 $BESIY 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。
$BESIY 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 $BESIY 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。