🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-20 19:22:26时区推断·⟳ 抓取 06-03 20:35:04回填·⚡ 决策 06-17 07:10:22·132.6 天前
KOL挖掘GFS一月前webinar PPT，指认SIVE为CPO激光器供应商
📄 原文Serenity↗ 原文
Did $GFS give the first direct confirmation about $SIVE... As the laser supplier for their CPO / photonics ecosystem? T…
不做 SIVE.US
底层事件为1个月前的GFS webinar PPT图片，属旧闻新炒；KOL看图说话无实质订单或新闻确认，小市值炒作风险高，疑似出货。
不做 GFS.US
大市值晶圆代工厂，1个月前webinar PPT中的生态伙伴提及不构成实质催化剂，无预期差。
不做 FN.US
顺带提及的组装厂，无实质新催化剂，旧闻无影响。
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原文全文
展开原文 · 561 字
Did $GFS give the first direct confirmation about $SIVE...
As the laser supplier for their CPO / photonics ecosystem?
This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestial.
You get a hint of the other major players here:
- $FN / $ASX for assembly
- $LITE / $SIVE for lasers
- $ATEYY / $KEYS for testing.
There's no text-based news yet, since this was the $GFS March 2026 webinar image-based presentation.
But having a <$1B company on the tiny list of laser providers next to $LITE...
Quite special right?
As the laser supplier for their CPO / photonics ecosystem?
This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestial.
You get a hint of the other major players here:
- $FN / $ASX for assembly
- $LITE / $SIVE for lasers
- $ATEYY / $KEYS for testing.
There's no text-based news yet, since this was the $GFS March 2026 webinar image-based presentation.
But having a <$1B company on the tiny list of laser providers next to $LITE...
Quite special right?
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