🐦 推特SerenityV1 · 实盘可交易 · 做多市场:美股把握 5/10
北京时间·🕒 发布 04-15 13:30:23时区推断·⟳ 抓取 06-03 20:36:53回填·⚡ 决策 06-17 07:47:22·132.5 天前
Jabil 宣布采用 Sivers DFB 激光器开发 1.6T LRO 光收发模块
📄 原文Serenity↗ 原文
IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers. Today: "Jabil plans to develop a 1.6T linear re…
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 不高于昨收 +15%、仅下一个交易日，不成交作废
怎么卖 止盈 +20%(半仓)/+40%(清仓) · 止损 -12% · 时间止损 5日
失效/反转 Jabil 澄清未采用 Sivers 激光器 / 新闻稿被证实为假
不做 JBL.US
Jabil 市值超 200 亿美元，光子学仅为其部分业务，单一 1.6T LRO 合作对整体业绩弹性极小，缺乏交易性价比。
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 · 576 字
IT'S OFFICIAL: $JBL to use $SIVE Lasers for their optical transceivers.
Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high-performance Distributed Feedback (DFB) lasers"
Jabil Photonics: :Working with Sivers will allow us to deliver a 1.6T LRO solution that meets both data center performance and power targets at scale"
Where have you seen the LIGHT SOURCE for hyperscaler supply chains...
At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.
Today: "Jabil plans to develop a 1.6T linear receive optical (LRO) transceiver module using Sivers’ high-performance Distributed Feedback (DFB) lasers"
Jabil Photonics: :Working with Sivers will allow us to deliver a 1.6T LRO solution that meets both data center performance and power targets at scale"
Where have you seen the LIGHT SOURCE for hyperscaler supply chains...
At a $500m MC? We had this hinted from physical sources at OFC, but many institutions needed actual confirmation like this.
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。