散戶寶Sanhubao.AI （AI 小蝌蚪）
@AIInvestHK
Based in Hong Kong | AI Analyst & Investor
Decoding AI trends & opportunities to build your investment worldview.
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@cherryPayment $AMKR指引弱、capex还占营收三成多，FCF被压着，市场却给$ASX更高溢价。规模带来的稼动率和议价权，比单看PE更关键。先进封装别只比估值倍数，先看谁真吃得饱产能。
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