🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 04-11 10:52:09时区推断·⟳ 抓取 06-03 20:38:08回填·⚡ 决策 06-17 08:17:19·132.5 天前
KOL喊单CPO产业链：引述ASE将建6座新厂且CPO年内量产，推荐LITE/COHR等
📄 原文Serenity↗ 原文
$NVDA is driving CPO, extremely, extremely hard. As seen with investments in $MRVL, $LITE, and $COHR. But, what's inter…
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 ASE建厂及CPO量产新闻被证伪 / 产业链调研显示CPO时间表再次推迟
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 ASE建厂及CPO量产新闻被证伪 / 产业链调研显示CPO时间表再次推迟
日 K 取自复盘打分切片 · 蓝点/蓝虚线 = 纸面入场价 · 灰虚线 = 纸面离场 · 持有期红底 = 赚(价格在入场线上方)、绿底 = 亏
怎么买 限价买入 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +6%(半仓)/+12%(清仓) · 止损 -5% · 时间止损 3日
失效/反转 公司澄清未规划6座新厂 / CPO封装营收占比指引不及预期
不做 NVDA.US
市值过大，CPO技术路线演进对其整体业绩弹性微乎其微，非CPO弹性标的
观望 MRVL.US
核心逻辑在定制ASIC与DSP，CPO并非其最核心弹性来源，等CPO核心光器件标的确认动量后再看
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
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原文全文
展开原文 · 894 字
$NVDA is driving CPO, extremely, extremely hard.
As seen with investments in $MRVL, $LITE, and $COHR.
But, what's interesting is: CPO timelines are also happening way earlier than expected.
New report:
" $ASE Reportedly to Break Ground on Six New Plants in 2026, CPO Mass Production Expected to Begin This Year "
"He also revealed for the first time that mass production of CPO is expected to begin this year"
Probably a good time to frontrun CPO related names like $SIVE (lasers), Win Semi (foundry), $TSEM (foundry), $SOI (substrates), and others around now, before ramp really picks up.
The demand curve goes up exponentially all the way past 2029+, and I'm sure they'll break many projections.
But basically, I was talking about frontrunning CPO/SiPH names before OFC/GTC.
Turned out I was right on timing again?
CPO Ramp now looks like it's beginning H2 2026, get ready.
As seen with investments in $MRVL, $LITE, and $COHR.
But, what's interesting is: CPO timelines are also happening way earlier than expected.
New report:
" $ASE Reportedly to Break Ground on Six New Plants in 2026, CPO Mass Production Expected to Begin This Year "
"He also revealed for the first time that mass production of CPO is expected to begin this year"
Probably a good time to frontrun CPO related names like $SIVE (lasers), Win Semi (foundry), $TSEM (foundry), $SOI (substrates), and others around now, before ramp really picks up.
The demand curve goes up exponentially all the way past 2029+, and I'm sure they'll break many projections.
But basically, I was talking about frontrunning CPO/SiPH names before OFC/GTC.
Turned out I was right on timing again?
CPO Ramp now looks like it's beginning H2 2026, get ready.
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