席間關注的每一檔標的，按其在帳簿上的多空一側分組。主張先行；展開任一列可見完整紀錄。小圖為價格行情，僅作背景 —— 行情不等於裁定。
篩選中：31 條臺帳條目中顯示 2 條 · 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 檔已死標的陳列於墓園.
收盤價截至 10月8日 · 評定至 2026-10-03
VST 變動最大：下跌 6.3%，截至 10月8日 · 每股 $10.58.
變動最大 = 在冊標的中最大的單日百分比變動，由經核驗的相鄰交易日收盤價計得 —— 兩端收盤價俱在、同一來源、真實成交量。並列時以美元變動較大者勝出；最大變動不足 0.25% 時記為行情清淡。價格變動僅是背景，絕非裁定。
成員積分分差——自各計分動作的前一收盤起，行情每移動帶符號的一個百分點記一分；已鎖定論點按 ×2.0 計。只是加總，不是比率：每個總分均附其動作數。