🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-22 18:11:58时区推断·⟳ 抓取 06-03 20:33:33回填·⚡ 决策 06-17 06:55:35·132.5 天前
KOL喊单欧洲AI光子与半导体概念股，强推SIVE与POET及Marvell的隐藏联系
📄 原文Serenity↗ 原文
Europe seems to be having a fun time from AI. $LPK +20.69% - (glass core substrates) +20.69% $IQE - 12.22% - (InP epiwa…
不做 SIVE.US
KOL主观推断的三阶联系(与POET/MRVL)，缺乏一手证实，且公司正面临当地负面报道(hit piece)，若为OTC粉单则流动性极差，风险收益比不佳
不做 POET.US
底层催化剂(Marvell供应商确认)已导致股价单日暴涨40%以上，消息已充分price-in，无追高edge
不做 SOI.US
KOL清单帖发出时已大涨11%，短期情绪与资金抢跑已充分price-in，追高风险大
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
这条决策没有研究档案。
原文全文
展开原文 · 533 字
Europe seems to be having a fun time from AI.
$LPK +20.69% - (glass core substrates) +20.69%
$IQE - 12.22% - (InP epiwafers)
$SOI +11.02% - (silicon photonics substrates)
$ALRIB +5.8% - (MBE / Quantum)
Then there’s $SIVE down -4.7% from a local Swedish hit piece, while $POET is up 40%+ after Marvell supplier confirmation.
But I’m very bullish on $SIVE since markets haven’t pieced together the connection to $POET and $MRVL yet.
Regardless, Europe has something to be happy about from being important to American hyperscalers.
$LPK +20.69% - (glass core substrates) +20.69%
$IQE - 12.22% - (InP epiwafers)
$SOI +11.02% - (silicon photonics substrates)
$ALRIB +5.8% - (MBE / Quantum)
Then there’s $SIVE down -4.7% from a local Swedish hit piece, while $POET is up 40%+ after Marvell supplier confirmation.
But I’m very bullish on $SIVE since markets haven’t pieced together the connection to $POET and $MRVL yet.
Regardless, Europe has something to be happy about from being important to American hyperscalers.
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。