🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 03-24 14:29:34时区推断·⟳ 抓取 06-03 23:08:36回填·⚡ 决策 06-18 00:15:51·131.7 天前
KOL发文看好太空卫星与光子学(AI光互连)两大超级周期
📄 原文Serenity↗ 原文
There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following. Then there…
不做 LITE.US
纯KOL清单喊单，无新底层催化剂；AI光子学已是市场充分定价的长期共识，无预期差与edge。
不做 COHR.US
纯KOL清单喊单，无新底层催化剂；AI光子学已是市场充分定价的长期共识，无预期差与edge。
不做 PL.US
纯KOL清单喊单，无新底层催化剂；太空卫星主题缺乏短期事件驱动，且非AI算力核心链路。
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研究档案
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原文全文
展开原文 · 414 字
There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $COHR.
With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following.
One is hype over applications from Space.
The other is hype over extreme revenue and earnings growth from AI.
The latter tends to be more defensible.
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $COHR.
With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following.
One is hype over applications from Space.
The other is hype over extreme revenue and earnings growth from AI.
The latter tends to be more defensible.
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