“白毛股神”的交易员Serenity发文称，当指出某个产业瓶颈时，应同步考虑做多相关资产。
据Odaily星球日报报道，他回顾此前讨论MLCC（多层陶瓷电容）供应链瓶颈问题后，相关个股在过去两个月内上涨：Taiyo Yuden约211.38%、Vishay Intertechnology约146.15%、Murata约155.43%。
Serenity称这一轮行情“在两个月内完成”，并自嘲错失上涨机会。
MLCC供应链瓶颈讨论后相关股两个月上涨
2026-06-19 13:04:22
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