席间关注的每一只标的，按其在账簿上的多空一侧分组。主张先行；展开任一行可见完整记录。小图为价格行情，仅作背景 —— 行情不等于裁定。
筛选中：31 条台账条目中显示 2 条 · 清除。
Server assembly is a toll paid, not collected; −6.8% on record AI-server news (Sep 1). Margin compresses as hyperscalers squeeze assemblers. Extension of the SNOW/CRM node.
Server assembly is a toll paid, not collected; −6.8% on record AI-server news (Sep 1). Margin compresses as hyperscalers squeeze assemblers. Extension of the SNOW/CRM node.
The foundry at the end of every forward order. The mechanism is the order book, not the wafer: leading-edge capacity is sold years ahead against the labs' and hyperscalers' training plans, and if those plans are paced — by a regulator, a grid that cannot deliver the gigawatts, or a budget that funds debt service first — the cancellation shows up in the next quarter's advanced-node revenue and in the margin a full fab earns and a half-full one does not. TSM is the single point where every merchant AI-hardware order clears, which is why it is the cleanest expression of hardware urgency dying — and the most dangerous, because the same position was in effect on the week this was written and lost: the memory and GPU names rose, and the primary source for the pacing call disclaims any halt. The book files it dated, because a short with a printed falsifier is how the room learns whether the regulatory-freeze story ever reaches a fab. The expression is defined-risk by construction — a January 2028 put structure, worst case known on entry. The kill is two prints of the company saying the opposite: advanced-node revenue growing year over year with gross margin held or better, twice in a row. Verdict due January 21, 2028.
The foundry at the end of every forward order. The mechanism is the order book, not the wafer: leading-edge capacity is sold years ahead against the labs' and hyperscalers' training plans, and if those plans are paced — by a regulator, a grid that cannot deliver the gigawatts, or a budget that funds debt service first — the cancellation shows up in the next quarter's advanced-node revenue and in the margin a full fab earns and a half-full one does not. TSM is the single point where every merchant AI-hardware order clears, which is why it is the cleanest expression of hardware urgency dying — and the most dangerous, because the same position was in effect on the week this was written and lost: the memory and GPU names rose, and the primary source for the pacing call disclaims any halt. The book files it dated, because a short with a printed falsifier is how the room learns whether the regulatory-freeze story ever reaches a fab. The expression is defined-risk by construction — a January 2028 put structure, worst case known on entry. The kill is two prints of the company saying the opposite: advanced-node revenue growing year over year with gross margin held or better, twice in a row. Verdict due January 21, 2028.
2 只已死标的陈列于墓园.
收盘价截至 10月8日 · 评定至 2026-10-03
VST 变动最大：下跌 6.3%，截至 10月8日 · 每股 $10.58.
变动最大 = 在册标的中最大的单日百分比变动，由经核验的相邻交易日收盘价计得 —— 两端收盘价俱在、同一来源、真实成交量。并列时以美元变动较大者胜出；最大变动不足 0.25% 时记为行情清淡。价格变动仅是背景，绝非裁定。
成员积分分差——自各计分动作的前一收盘起，行情每移动带符号的一个百分点记一分；已锁定论点按 ×2.0 计。只是加总，不是比率：每个总分均附其动作数。