🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 04-22 19:46:02时区推断·⟳ 抓取 06-03 20:33:25回填·⚡ 决策 06-17 06:52:20·132.5 天前
KOL喊单POET盘前大涨20%传闻超额订单，强关联MRVL与SIVE
📄 原文Serenity↗ 原文
Oh wow, I missed this. That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders o…
不做 POET.US
盘前已涨20.2%充分反映传闻情绪，KOL后知后觉喊单常为出货信号，追高风险极大且无官方PR证实
不做 MRVL.US
POET的订单量级对大市值的MRVL无实质业绩影响，属KOL强行关联
不做 SIVE.US
美股无知名SIVE代码，无法唯一消歧，且属强行关联的二阶推断
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 · 271 字
Oh wow, I missed this.
That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships.
That translates materially to $SIVE laser production as well.
Markets haven't fully priced in either yet imo.
That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships.
That translates materially to $SIVE laser production as well.
Markets haven't fully priced in either yet imo.
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。