TechFlow News, June 8: “White-Haired Stock God” Serenity posted on social media a list of stocks he favors related to the “800V DC” theme, including:
- U.S. stocks: IFNNY, ON, VICR, LFUS, VSH, ENPH, NVTS, POWI, BDC, EOSE, SEDG, AEHR, WOLF, AMSC, AOSL, HYLN, FCEL, ASYS, RELL, IPWR
- A-share: 300376.SZ (Eastcompeace)
- H-share: 2577.HK
- European stocks: XFAB (Euronext Paris), CWR.L (London Stock Exchange), IQE.L (London Stock Exchange)
- Taiwan-listed stock: 2301 (Lite-On Technology)
- Japanese stocks: 6504.T, 6890.T, 6844.T, 4973.T, 6616.T, 6882.T
- Brazilian stock: PAY.BR
Notably, the A-share 300376.SZ (Eastcompeace) surged 20% following Serenity’s recommendation, triggering a trading halt due to hitting its daily limit.
800V DC represents an ongoing “power revolution.” It is not merely about a simple 800V wire, but rather an entirely new high-voltage direct-current (HVDC) power technology system—designed to serve as an unprecedentedly powerful “heart” and “vascular system” for two rapidly growing industries: the widely recognized electric vehicle (EV) sector, and AI data centers—the core infrastructure driving future technologies.
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