🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-19 22:13:06时区推断·⟳ 抓取 06-03 23:17:02回填·⚡ 决策 06-18 00:39:16·132.1 天前
KOL发推看好光子学板块（TSEM/AAOI/COHR/LITE等），称AI扩建致产能售罄
📄 原文Serenity↗ 原文
$TSEM and the Photonics Supercycle… Doesn’t like they’re bothered with Iran or Silver and Gold crashing? Almost every n…
不做 COHR.US
KOL情绪喊单，无新基本面催化剂；AI光互连产能紧缺已是市场旧共识且已充分定价，缺乏边际信息。
不做 AAOI.US
同上，KOL清单帖无新催化剂，底层逻辑已price-in，高波动下追涨期望值为负。
不做 SIVE.US
代码无法唯一消歧（疑似拼写错误），且整体事件为无新催化剂的KOL喊单。
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原文全文
展开原文 · 348 字
$TSEM and the Photonics Supercycle…
Doesn’t like they’re bothered with Iran or Silver and Gold crashing?
Almost every name from $AAOI, $COHR, $SIVE, to $LITE is green.
This is what happens when capacity is sold out for the next few years or it’s in the center of scaling the AI buildout.
Better to stay long rather than get distracted by macro.
Doesn’t like they’re bothered with Iran or Silver and Gold crashing?
Almost every name from $AAOI, $COHR, $SIVE, to $LITE is green.
This is what happens when capacity is sold out for the next few years or it’s in the center of scaling the AI buildout.
Better to stay long rather than get distracted by macro.
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