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北京时间·🕒 发布 05-05 06:43:01时区推断·⟳ 抓取 06-03 18:59:50回填·⚡ 决策 06-17 04:52:54·132.5 天前
KOL挖掘CPO产业链：指Sivers(SIVE)为GFS硅光生态激光供应商，受益AMD等超大规模CPO建设
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Yes, markets might have missed this with $SIVE + $GFS SCALE. The inclusion of $SIVE as 1 of 2 public laser suppliers in…
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 不高于消息价 +3%、当日有效，不成交作废
怎么卖 止盈 +8%(半仓)/+15%(清仓) · 止损 -5% · 时间止损 2日
失效/反转 KOL删帖或被证伪非GFS核心供应商 / 2日内无成交量放大
不做 GFS.US
市值数百亿，该事件仅为行业生态确认，对GFS自身业绩和股价无实质弹性，无个股alpha
不做 AMD.US
市值数千亿，作为下游需求方与集成方，此供应链细节对其股价毫无影响，纯噪音
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原文全文
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Yes, markets might have missed this with $SIVE + $GFS SCALE.
The inclusion of $SIVE as 1 of 2 public laser suppliers in $GFS ecosystem image presentation is a highly bullish indicator for Sivers.
Whenever semis like $AMD (using $GFS for CPO), builds their optical solutions with GlobalFoundries.
Sivers is the likely light source for their buildout and powers companies like $AMD -> Hyperscalers.
The hyperscaler buildout with CPO flows down to this tiny $1.7B MC laser light source in $SIVE.
The inclusion of $SIVE as 1 of 2 public laser suppliers in $GFS ecosystem image presentation is a highly bullish indicator for Sivers.
Whenever semis like $AMD (using $GFS for CPO), builds their optical solutions with GlobalFoundries.
Sivers is the likely light source for their buildout and powers companies like $AMD -> Hyperscalers.
The hyperscaler buildout with CPO flows down to this tiny $1.7B MC laser light source in $SIVE.
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