🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 3/10
北京时间·🕒 发布 04-01 19:02:08时区推断·⟳ 抓取 06-03 20:41:27回填·⚡ 决策 06-17 09:15:34·132.5 天前
KOL挖掘Marvell光子生态供应链，点名SIVE为下一代CW激光器供应商
📄 原文Serenity↗ 原文
Looking more into $MRVL photonics ecosystem. Apparently optical interposers through $POET is manufactured by SilTerra M…
决策后走势暂无图(这条腿还没有复盘打分的日线切片)
怎么买 限价买入 不高于消息价 +5%、当日有效，不成交作废
怎么卖 止盈 +10%(半仓)/+20%(清仓) · 止损 -8% · 时间止损 3日
失效/反转 KOL删帖/澄清SIVE并非CW供应商，或3日内无其他信源交叉验证该供应链关系
不做 POET.US
KOL对其代工关系存疑（not sure if it's still around）且为旧闻猜测，无实质增量催化
不做 MRVL.US
大盘股，仅作为产业链研究引子，无新催化剂，已充分定价
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
成交明细
该臂暂无收益数据(没有收益口径表头)。
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 646 字
Looking more into $MRVL photonics ecosystem.
Apparently optical interposers through $POET is manufactured by SilTerra Malaysia?
POET Infinity / Teralight (EMLs for 1.6T): Mitsubishi Electric.
Next architecture for CW: Starlight and Blazar: that's $SIVE (already established)
SilTerra connection was awhile ago... not sure if it's still around but name caught me eye.
It's owned by some random company in Malaysia: Dagang Nexchange Bhd $233m MC, so financials are gonna be messy, Foxconn owns 5% of this.
Anyone hear about this foundry before?
Parent level accounting is gonna be a mess but this silicon photonics foundry caught my eye.
Apparently optical interposers through $POET is manufactured by SilTerra Malaysia?
POET Infinity / Teralight (EMLs for 1.6T): Mitsubishi Electric.
Next architecture for CW: Starlight and Blazar: that's $SIVE (already established)
SilTerra connection was awhile ago... not sure if it's still around but name caught me eye.
It's owned by some random company in Malaysia: Dagang Nexchange Bhd $233m MC, so financials are gonna be messy, Foxconn owns 5% of this.
Anyone hear about this foundry before?
Parent level accounting is gonna be a mess but this silicon photonics foundry caught my eye.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。