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$HPS · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$HPS 被累计提及 30 次，本周态度 未表态，金融。数据每日更新。
$HPS 现在是什么情况？
| 所属板块 | 金融 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 未表态 |
| 累计提及 | 30 次 |
| 近7/28/90日提及 | 1 / 2 / 2 |
| 最新价 | USD 13.9（2026-08-24） |
| 今日 / 本周涨幅 | -0.4% / -2.0% |
| 首次提及以来涨幅 | -3.7% |
| 首次 / 最近提及 | 2026-04-07 → 2026-08-30 |
最近有人说了 $HPS 什么？
下面是最近 8 条提及 $HPS 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-08-30中性原文Just some random ideas from Elon’s post: $AAON - Chillers / liquid cooling $NVT - Cooling $MOD - Chillers / Cooling $IESC - Wiring $MTRS - chillers $JCI - chillers $HPS.A - Transformers (disclosure I own positions in this) $PRY.MI - networking/wiring(fiber) $CRDO / $AAOI (same) / $LITE / $COHR - networking Since Elon Musk cited: - transformers - wiring - liquid cooling - massive chillers + complex networking As the point of failure for AI compute buildout. Which is “harder than finding power”
- 2026-08-18看多原文@I_Am_Bloateds I still have positions in both companies? What I hold shouldn't affect your own decisions. Transformer bottlenecks are stalling the US AI buildout now and lead times are very long for both dry and liquid (which is more extreme). Backlog is +96.9% Y/Y for $HPS.A and given their market share... I don't they're going anywhere. Pretty sure I shared this idea at ~170, it did 2x, but corrected back to 240 now, but cost average is different per person I guess. The Belgian company is primarily H1 2028 as a CPO/photonics volume ramp beneficary. And the work they're doing with MTP with IMEC for $NVDA as an end user in evaluation stage should be very interesting. Their CHIP act facility for MEMS/photonics also comes online H2 2028 too, and 800V transitions should bring them material revenue growth for anything SiC adjacent next year. I'm down -31%, since my cost average is a lot higher. But they're approaching levels where replacement book value is a lot higher than MC.
- 2026-06-01看多原文@AliTava2020 $HPS.A was my Canadian long for transformers bottleneck. Pretty large backlog, so multi-year revenue visibility, high market share over dry transformers. US production Act likely benefiting companies like Hammond.
- 2026-05-28中性原文$HPS.A is close is to a 2M timeframe. Transformers in the Sky are up 83.3% since. Bumblebee go brrr? But in all reality, transformers demand visibility is very high, solid backlog, high market share (of dry). Not exactly parabolic, but looks like a compelling compounder. https://t.co/bNGwjqfZ4M
- 2026-05-24中性原文Just random themes im looking im having a good time looking into over the weekend: -> power semis, integrated voltage regulators, multiphase controllers, CDUs, cold plates, manifolds, pumps, valves, heat exchangers, rear-door systems, chillers. $POWL, $NVT, 010120 KS, 267260 KS, 2308 TT, $VICR, $POWI , CATL, Sungrow 300274 C -> thermal stuff (ALFA SS, ASTK DC, Daikin 6367 JP), $CARR, MTRS SS) These are just ones aside from the ones I've talked about eg. $NVTS or $HPS.A. They're all kinda more priced in but now but it's a good starting point in terms of finding more important players that's not priced in. Then you try and look: which single company do most of these probably rely on? I'm personally less familiar with the energy/cooling/power trade, which I'm happy to admit since everything is a learning process. But normally even if I find something interesting, i don't find it more compelling than staying in CPO longs. Always it's always fun learning more. Was always looking for SRAM-adjacent exposure, think private markets are better to go then $CBRS?
- 2026-05-15看空冷知识：我的组合70%以上是未兑现浮盈，很多票我一股都没卖过。 当 $AXTI 涨了1900%+、$SIVE 涨了1000%+、重仓的都涨了300%（比如 $SOI）的时候，这很有帮助。 基本上整个组合除了新进的论点股（比如快到100%的 $HPS.A）全是三位数涨幅。 连新买的讯芯都涨了35%+。 我现在用1.3-1.4倍杠杆，96%左右是纯股票。我一直在用已增值的旧仓位做抵押、复利滚动加仓。
- 2026-04-26看空近期新闻+起飞瓶颈TLDR： 1. CPU瓶颈——$INTC CEO说AI推理把CPU配比从1:8推到了1:1。 CPU起飞（$AMD、英特尔、$ARM）→ $AMAT / $TSM / $KLAC 等跟着起飞。 2. PGME/PGMEA短缺。杜邦、信纮、达兴、三福、$DOW 等起飞？ 光刻胶瓶颈起飞？ 3. 微控制器潜在瓶颈+涨价（雅特力），AI产能挤压下酝酿提价。 MCU公司可能起飞？ 4. 总统本周启动《国防生产法》，包括： ——变压器 ——输电部件 ——先进导体 ——电力电子 ——变电站 ——高压断路器 ——保护继电器、电容器组 ——电工钢 定性为「严重短缺」。$AMSC、$PLPC、$POWL、$VICR、$ATKR、$HPS.A 之类起飞。 5. $GOOGL 上量新TPU服务器，把AI芯片分成训练和推理两条线。 台湾开心。联发科等起飞？ 6. 三星、金士顿SSD提价超10%。 SSD价格继续飞？ 7. T-glass玻璃纤维短缺持续恶化？日东纺等继续飞？ 8. 溴（蚀刻电路和阻燃必需）暴涨到12000美元/吨。 以色列ICL集团据称控制全球40%供应？ 不太熟这块，但值得关注？ 9. 「外延厂商联亚光电称产出仍远低于客户需求」。 呃，$IQE 等起飞？ 10. 「AI数据中心撞上互连极限，推升光模块需求」「瓶颈已不只是算力，而是算力如何被连接」。 光子股 $AAOI、$LITE、$COHR、中际旭创等继续飞？下一代 $SIVE、$POET、$MRVL、稳懋等起飞？ 一句话总结：AI巨头需求导致全面短缺，整个AI半导体供应链都在起飞。
- 2026-04-13中性他们还在呢。 只是很难说什么…… 当我最近的论点帖——$HPS.A、$IQE、$AXTI、$SIVE、$AAOI、$LITE、$NBIS、稳懋、讯芯、$AEHR、$TSEM、$SOI 等等一大串。 就是硬生生跑赢大盘的时候。 年内 +1,116.29%，还行吧各位？
去哪看 $HPS 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 $HPS 完整动态 →常见问题
$HPS 为什么会出现在 AI 供应链追踪名单里？
$HPS 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 30 次，归类在「金融」板块。首次提及时间是 2026-04-07。
海外大 V 最近怎么看 $HPS？
最近 7 天 $HPS 被提及 1 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。
$HPS 从被提及到现在涨了多少？
从首次被提及（2026-04-07）到最新收盘，$HPS 的区间涨幅是 -3.7%。这只是价格统计，不代表任何人的实际收益。
$HPS 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 $HPS 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 2026-09-04。