🐦 推特SerenityV1 · 实盘没法做把握 8/10
北京时间·🕒 发布 04-16 07:10:24时区推断·⟳ 抓取 06-03 20:36:27回填·⚡ 决策 06-17 07:38:19·132.4 天前
Sivers Semiconductors 计划赴美纳斯达克上市并获机构定增，提及 MRVL 与 JBL 为其客户
📄 原文Serenity↗ 原文
$SIVE executing US NASDAQ listing from Reuters. Welcome to America Sivers. I said Sivers looks like it should be valued…
不做 SIVE.US
Sivers Semiconductors 为瑞典上市公司(代码 SIVE.ST)，目前尚未正式在美国纳斯达克挂牌交易，SIVE.US 代码当前不可交易或不存在。
不做 MRVL.US
作为千亿级大盘股，其小供应商的上市与定增事件对 MRVL 基本面及股价无实质影响，仅为推文中作为客户背书被提及，无交易 edge。
不做 JBL.US
JBL 1.6T 产品使用 Sivers 仅为供应链背景信息，供应商赴美上市对 JBL 股价无催化作用，属清单帖凑数的噪音。
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研究档案
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原文全文
展开原文 · 846 字
$SIVE executing US NASDAQ listing from Reuters.
Welcome to America Sivers.
I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals.
And US institutions will likely be piling into the laser supplier for $MRVL and $JBL once it's on NASDAQ.
This comes after a highly bullish 2.5% raise today from new "international institutional investors" to likely fund regulatory/audit requirements for the listing.
"The investors in the Directed Share Issue comprise of a limited number of Swedish and international institutional and other qualified investors"
We’ll likely going to see a parabolic ride up from the news.
In just the last three days:
-> $JBL 1.6T to use $SIVE
-> $SIVE new US/international institutional investors
-> $SIVE looks to be listed on NASDAQ.
We're witnessing the birth of the next $LITE.
Welcome to America Sivers.
I said Sivers looks like it should be valued at $2B+ soon based on today's fundamentals.
And US institutions will likely be piling into the laser supplier for $MRVL and $JBL once it's on NASDAQ.
This comes after a highly bullish 2.5% raise today from new "international institutional investors" to likely fund regulatory/audit requirements for the listing.
"The investors in the Directed Share Issue comprise of a limited number of Swedish and international institutional and other qualified investors"
We’ll likely going to see a parabolic ride up from the news.
In just the last three days:
-> $JBL 1.6T to use $SIVE
-> $SIVE new US/international institutional investors
-> $SIVE looks to be listed on NASDAQ.
We're witnessing the birth of the next $LITE.
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